+380.3%
MCO price history and return analytics
+229.8%
+150.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.6% |
| 7D | -3.8% | -1.1% | -2.7% | -2.5% |
| 30D | -0.4% | -1.0% | +0.6% | +0.8% |
| 3M | +7.7% | +3.2% | +4.6% | +3.5% |
| 6M | +7.0% | +12.5% | -5.5% | -8.1% |
| YTD | -6.4% | +14.1% | -20.5% | -21.0% |
| 1Y | -7.6% | +18.9% | -26.5% | -26.2% |
| 3Y | +43.2% | +74.1% | -30.9% | -28.3% |
| 5Y | +29.6% | +66.9% | -37.3% | -31.2% |
| All | +380.3% | +229.8% | +150.5% | +15.7% |
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