+273.3%
MAKO price history and return analytics
+229.8%
+43.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.8% | +2.0% |
| 7D | -1.0% | -1.1% | +0.1% | -0.2% |
| 30D | +0.9% | -1.0% | +1.9% | +1.7% |
| 3M | +37.3% | +3.2% | +34.2% | +35.0% |
| 6M | +34.8% | +12.5% | +22.3% | +26.4% |
| YTD | +73.8% | +14.1% | +59.7% | +62.0% |
| 1Y | +113.6% | +18.9% | +94.7% | +94.7% |
| 3Y | +1,020.0% | +74.1% | +945.9% | +720.4% |
| 5Y | +287.7% | +66.9% | +220.8% | +187.8% |
| All | +273.3% | +229.8% | +43.6% | +71.8% |
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 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