-97.8%
MCRB price history and return analytics
+229.8%
-327.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.9% |
| 7D | -12.4% | -1.1% | -11.3% | -11.1% |
| 30D | +6.1% | -1.0% | +7.1% | +7.7% |
| 3M | -20.7% | +3.2% | -23.9% | -24.1% |
| 6M | -43.9% | +12.5% | -56.4% | -52.3% |
| YTD | -66.3% | +14.1% | -80.4% | -71.5% |
| 1Y | -71.5% | +18.9% | -90.4% | -77.3% |
| 3Y | -91.8% | +74.1% | -165.9% | -96.1% |
| 5Y | -96.0% | +66.9% | -162.9% | -97.9% |
| All | -97.8% | +229.8% | -327.6% | -99.5% |
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