+457.4%
MCI vs VT
+356.5%
+100.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +8.1% | +2.4% | +5.8% | +7.3% |
| 30D | +3.8% | -1.5% | +5.3% | +4.3% |
| 3M | +15.0% | -4.1% | +19.1% | +16.6% |
| 6M | +15.2% | +0.6% | +14.6% | +14.9% |
| YTD | +8.4% | +11.0% | -2.6% | +4.5% |
| 1Y | -5.6% | +13.3% | -19.0% | -9.7% |
| 3Y | +48.8% | +73.4% | -24.6% | +22.3% |
| 5Y | +76.4% | +57.4% | +18.9% | +48.6% |
| 10Y | +143.5% | +221.7% | -78.2% | +58.1% |
| All | +457.4% | +356.5% | +100.9% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling