-36.3%
MCRP price history and return analytics
+23.4%
-59.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.4% | -0.7% |
| 7D | -6.3% | +0.1% | -6.5% | -6.5% |
| 30D | -23.9% | +0.8% | -24.7% | -25.4% |
| 3M | -57.7% | +2.8% | -60.4% | -59.9% |
| 6M | -76.5% | +13.0% | -89.4% | -82.3% |
| YTD | -29.9% | +15.4% | -45.3% | -52.0% |
| All | -36.3% | +23.4% | -59.7% | -63.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling