+470.7%
MCI price history and return analytics
+364.8%
+105.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.9% |
| 7D | +1.8% | -2.0% | +3.8% | +2.5% |
| 30D | +18.9% | -1.4% | +20.4% | +19.5% |
| 3M | +16.3% | +4.7% | +11.6% | +14.4% |
| 6M | +0.4% | +11.4% | -10.9% | -3.3% |
| YTD | +11.0% | +13.1% | -2.1% | +6.3% |
| 1Y | -1.6% | +19.0% | -20.6% | -7.4% |
| 3Y | +60.1% | +73.9% | -13.8% | +31.5% |
| 5Y | +89.5% | +65.4% | +24.1% | +56.9% |
| 10Y | +121.6% | +225.4% | -103.8% | +43.3% |
| All | +470.7% | +364.8% | +105.9% | +165.4% |
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