+16.2%
MCS price history and return analytics
+215.5%
-199.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.8% |
| 7D | +0.8% | -2.3% | +3.1% | +3.5% |
| 30D | +0.3% | -5.0% | +5.3% | +6.2% |
| 3M | -12.4% | -4.9% | -7.5% | -7.5% |
| 6M | +49.8% | -1.5% | +51.4% | +51.6% |
| YTD | +74.7% | +8.5% | +66.2% | +57.7% |
| 1Y | +80.4% | +11.4% | +69.0% | +57.9% |
| 3Y | +82.9% | +70.1% | +12.8% | -3.7% |
| 5Y | +36.7% | +53.7% | -17.0% | -18.9% |
| All | +16.2% | +215.5% | -199.3% | -70.3% |
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