+1,045.0%
MCRI vs VT
+374.2%
+670.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.6% | +0.4% | -1.1% | -1.1% |
| 30D | +0.1% | +1.0% | -0.8% | -1.1% |
| 3M | -0.1% | +2.4% | -2.5% | -3.8% |
| 6M | +23.9% | +12.0% | +11.9% | +6.0% |
| YTD | +28.0% | +15.3% | +12.7% | +5.3% |
| 1Y | +18.5% | +22.6% | -4.1% | -10.2% |
| 3Y | +88.1% | +74.7% | +13.5% | -10.8% |
| 5Y | +109.7% | +66.1% | +43.6% | +6.2% |
| 10Y | +473.2% | +225.0% | +248.2% | +36.7% |
| All | +1,045.0% | +374.2% | +670.8% | +114.6% |
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