-75.0%
MKZR price history and return analytics
+23.4%
-98.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.6% |
| 7D | -1.3% | +0.1% | -1.5% | -1.4% |
| 30D | +8.4% | +0.8% | +7.6% | +8.0% |
| 3M | -36.2% | +2.8% | -39.0% | -37.1% |
| 6M | -58.0% | +13.0% | -70.9% | -59.4% |
| YTD | -63.6% | +15.4% | -79.0% | -64.7% |
| All | -75.0% | +23.4% | -98.3% | -75.3% |
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 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