+68.9%
MP vs VNQ
+6.3%
+62.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +3.0% | -0.4% | +3.4% | +3.4% |
| 30D | +8.3% | -2.5% | +10.9% | +11.0% |
| 3M | -3.8% | +1.4% | -5.2% | -7.1% |
| 6M | -4.9% | +4.6% | -9.5% | -11.5% |
| YTD | +9.6% | +10.5% | -0.9% | -4.6% |
| 1Y | -11.7% | +8.4% | -20.1% | -21.7% |
| 3Y | +158.5% | +32.4% | +126.1% | +80.3% |
| 5Y | +68.9% | +5.5% | +63.4% | +47.5% |
| All | +68.9% | +6.3% | +62.6% | +47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling