+104.2%
MCN vs VT
+229.8%
-125.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.7% |
| 7D | -1.9% | -1.1% | -0.8% | -1.1% |
| 30D | -0.2% | -1.0% | +0.8% | +0.5% |
| 3M | +0.5% | +3.2% | -2.6% | -2.0% |
| 6M | +0.2% | +12.5% | -12.3% | -8.7% |
| YTD | +1.3% | +14.1% | -12.7% | -8.7% |
| 1Y | +0.9% | +18.9% | -18.0% | -12.0% |
| 3Y | +8.9% | +74.1% | -65.2% | -29.9% |
| 5Y | +14.7% | +66.9% | -52.1% | -24.3% |
| All | +104.2% | +229.8% | -125.6% | -20.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling