+317.7%
MCY vs VT
+357.8%
-40.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.7% |
| 7D | +2.3% | +2.9% | -0.6% | 0.0% |
| 30D | -16.0% | -2.5% | -13.5% | -14.6% |
| 3M | -17.9% | -3.3% | -14.5% | -16.0% |
| 6M | -14.5% | +1.5% | -16.0% | -16.4% |
| YTD | -7.2% | +11.4% | -18.6% | -16.0% |
| 1Y | +0.3% | +11.9% | -11.6% | -9.6% |
| 3Y | +154.2% | +73.9% | +80.3% | +62.1% |
| 5Y | +89.8% | +57.9% | +31.9% | +28.6% |
| 10Y | +122.3% | +222.6% | -100.3% | -16.1% |
| All | +317.7% | +357.8% | -40.1% | +17.0% |
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 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