+924.7%
MCRI vs VT
+346.0%
+578.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.8% |
| 7D | -1.6% | -2.3% | +0.7% | +1.2% |
| 30D | -8.0% | -5.0% | -3.0% | -2.2% |
| 3M | -10.7% | -4.9% | -5.8% | -5.3% |
| 6M | -7.1% | -1.5% | -5.5% | -6.5% |
| YTD | +14.6% | +8.5% | +6.1% | +1.3% |
| 1Y | +19.3% | +11.4% | +7.9% | +1.8% |
| 3Y | +79.7% | +70.1% | +9.7% | -12.3% |
| 5Y | +68.7% | +53.7% | +14.9% | -6.2% |
| 10Y | +434.3% | +220.0% | +214.3% | +29.6% |
| All | +924.7% | +346.0% | +578.6% | +106.5% |
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