+1,027.0%
MCRI price history and return analytics
+364.8%
+662.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.1% |
| 7D | -0.8% | -2.0% | +1.2% | +1.7% |
| 30D | -1.9% | -1.4% | -0.5% | -0.2% |
| 3M | -5.7% | +4.7% | -10.5% | -11.5% |
| 6M | +22.8% | +11.4% | +11.4% | +5.8% |
| YTD | +26.0% | +13.1% | +12.9% | +6.2% |
| 1Y | +18.1% | +19.0% | -0.9% | -7.1% |
| 3Y | +93.7% | +73.9% | +19.8% | -7.8% |
| 5Y | +114.2% | +65.4% | +48.8% | +8.9% |
| 10Y | +476.8% | +225.4% | +251.4% | +37.4% |
| All | +1,027.0% | +364.8% | +662.2% | +116.5% |
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 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