+183.5%
MCS price history and return analytics
+345.0%
-161.5%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | +0.8% |
| 7D | -4.2% | -4.2% | 0.0% | +1.0% |
| 30D | +1.7% | -5.8% | +7.5% | +9.4% |
| 3M | -12.4% | -5.2% | -7.1% | -6.6% |
| 6M | +49.4% | +0.1% | +49.2% | +48.1% |
| YTD | +75.6% | +8.2% | +67.3% | +57.5% |
| 1Y | +77.7% | +10.1% | +67.5% | +55.8% |
| 3Y | +82.5% | +69.7% | +12.8% | -7.9% |
| 5Y | +37.4% | +53.4% | -16.0% | -22.9% |
| 10Y | +20.0% | +219.2% | -199.2% | -72.5% |
| All | +183.5% | +345.0% | -161.5% | -54.5% |
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