+443.0%
MP vs VNQ
+50.8%
+392.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -0.9% |
| 7D | -0.7% | -0.9% | +0.1% | +0.1% |
| 30D | -0.7% | -2.2% | +1.6% | +1.5% |
| 3M | 0.0% | -1.9% | +1.9% | +0.3% |
| 6M | -10.0% | +3.2% | -13.2% | -14.8% |
| YTD | +7.5% | +9.4% | -1.9% | -4.8% |
| 1Y | -14.0% | +7.5% | -21.5% | -22.7% |
| 3Y | +153.5% | +31.1% | +122.4% | +83.2% |
| 5Y | +62.7% | +6.6% | +56.2% | +46.3% |
| All | +443.0% | +50.8% | +392.2% | +264.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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