+146.8%
MCB price history and return analytics
+162.3%
-15.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +1.6% |
| 7D | -1.5% | -2.0% | +0.5% | +1.2% |
| 30D | -2.4% | -1.4% | -1.0% | -0.5% |
| 3M | -3.1% | +4.7% | -7.8% | -9.5% |
| 6M | +14.6% | +11.4% | +3.3% | -2.4% |
| YTD | +19.8% | +13.1% | +6.7% | 0.0% |
| 1Y | +17.5% | +19.0% | -1.5% | -9.0% |
| 3Y | +143.2% | +73.9% | +69.2% | +11.8% |
| 5Y | +20.4% | +65.4% | -45.0% | -39.2% |
| All | +146.8% | +162.3% | -15.4% | -34.2% |
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