+1,588.2%
MCO price history and return analytics
+368.8%
+1,219.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.7% |
| 7D | -3.1% | -0.1% | -3.0% | -3.0% |
| 30D | -0.5% | -0.7% | +0.1% | +0.2% |
| 3M | +5.7% | +4.0% | +1.7% | +0.5% |
| 6M | +3.0% | +12.3% | -9.3% | -10.9% |
| YTD | -6.5% | +14.0% | -20.5% | -20.6% |
| 1Y | -5.8% | +20.3% | -26.1% | -25.1% |
| 3Y | +43.1% | +75.4% | -32.3% | -26.6% |
| 5Y | +29.5% | +66.0% | -36.5% | -28.5% |
| 10Y | +388.8% | +228.2% | +160.6% | +25.8% |
| All | +1,588.2% | +368.8% | +1,219.4% | +215.1% |
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