+147.2%
MCB price history and return analytics
+164.6%
-17.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -1.0% |
| 7D | -2.6% | -1.1% | -1.5% | -1.1% |
| 30D | -4.0% | -1.0% | -3.0% | -2.8% |
| 3M | -5.2% | +3.2% | -8.4% | -9.6% |
| 6M | +15.5% | +12.5% | +3.0% | -3.0% |
| YTD | +20.0% | +14.1% | +5.9% | -1.0% |
| 1Y | +16.3% | +18.9% | -2.6% | -9.8% |
| 3Y | +145.2% | +74.1% | +71.1% | +12.7% |
| 5Y | +20.6% | +66.9% | -46.2% | -39.8% |
| All | +147.2% | +164.6% | -17.4% | -34.9% |
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