-31.8%
MP vs VG
+48.6%
-80.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.9% | +4.9% |
| 7D | -10.5% | -22.0% | +11.5% | -9.5% |
| 30D | -23.5% | -11.6% | -11.9% | -23.0% |
| 3M | -25.4% | -14.9% | -10.6% | -25.0% |
| 6M | -51.3% | -3.5% | -47.7% | -51.7% |
| YTD | -29.9% | +70.0% | -99.9% | -45.2% |
| 1Y | -31.8% | +50.0% | -81.8% | -44.0% |
| All | -31.8% | +48.6% | -80.5% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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