+89.9%
MCI price history and return analytics
+65.7%
+24.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.2% |
| 7D | +4.8% | -1.1% | +5.9% | +5.0% |
| 30D | +20.1% | -1.0% | +21.1% | +20.3% |
| 3M | +14.6% | +3.2% | +11.4% | +13.8% |
| 6M | +1.6% | +12.5% | -10.9% | -0.8% |
| YTD | +12.5% | +14.1% | -1.5% | +9.6% |
| 1Y | -4.2% | +18.9% | -23.1% | -7.5% |
| 3Y | +58.1% | +74.1% | -16.0% | +41.6% |
| All | +89.9% | +65.7% | +24.3% | +70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling