-11.7%
MP vs VIG
+14.9%
-26.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +3.2% |
| 7D | +3.0% | -0.4% | +3.4% | +3.8% |
| 30D | +8.3% | -2.1% | +10.4% | +13.2% |
| 3M | -3.8% | +3.3% | -7.2% | -10.4% |
| 6M | -4.9% | +9.3% | -14.2% | -21.3% |
| YTD | +9.6% | +10.1% | -0.5% | -10.7% |
| 1Y | -11.7% | +14.7% | -26.4% | -27.1% |
| All | -11.7% | +14.9% | -26.6% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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