+524.2%
MC price history and return analytics
+253.9%
+270.3%
-58.3%
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% | +0.3% |
| 7D | +3.0% | +1.0% | +2.0% | +1.8% |
| 30D | +4.2% | -0.2% | +4.5% | +4.6% |
| 3M | +1.1% | +4.5% | -3.5% | -4.0% |
| 6M | +24.9% | +14.1% | +10.9% | +6.5% |
| YTD | +3.1% | +14.8% | -11.7% | -12.6% |
| 1Y | -1.2% | +21.2% | -22.4% | -21.4% |
| 3Y | +66.2% | +76.6% | -10.3% | -13.3% |
| 5Y | +45.0% | +66.6% | -21.6% | -17.7% |
| 10Y | +436.1% | +222.3% | +213.8% | +48.7% |
| All | +524.2% | +253.9% | +270.3% | +59.8% |
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