+6.7%
MAKO price history and return analytics
+372.7%
-366.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | +6.0% | +1.0% | +4.9% | +5.5% |
| 30D | +6.3% | -0.2% | +6.5% | +6.5% |
| 3M | +37.0% | +4.5% | +32.5% | +34.6% |
| 6M | +33.9% | +14.1% | +19.9% | +27.1% |
| YTD | +74.8% | +14.8% | +60.1% | +65.7% |
| 1Y | +113.0% | +21.2% | +91.8% | +97.7% |
| 3Y | +1,014.3% | +76.6% | +937.7% | +791.0% |
| 5Y | +275.6% | +66.6% | +209.0% | +203.4% |
| 10Y | +275.6% | +222.3% | +53.3% | +168.3% |
| All | +6.7% | +372.7% | -366.0% | -22.8% |
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 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