+158.5%
MP vs VNQ
+31.8%
+126.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +3.0% | -0.4% | +3.4% | +3.3% |
| 30D | +8.3% | -2.5% | +10.9% | +10.6% |
| 3M | -3.8% | +1.4% | -5.2% | -7.0% |
| 6M | -4.9% | +4.6% | -9.5% | -11.3% |
| YTD | +9.6% | +10.5% | -0.9% | -4.0% |
| 1Y | -11.7% | +8.4% | -20.1% | -21.3% |
| 3Y | +158.5% | +32.4% | +126.1% | +75.1% |
| All | +158.5% | +31.8% | +126.7% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling