-6.1%
MP vs VNQ
+7.5%
-13.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.4% | +1.6% | +1.5% |
| 7D | -3.6% | +2.2% | -5.8% | -5.9% |
| 30D | -21.0% | +7.1% | -28.1% | -26.7% |
| 3M | -33.3% | +0.8% | -34.1% | -34.0% |
| 6M | -45.9% | +2.2% | -48.2% | -48.5% |
| YTD | -27.8% | +12.8% | -40.7% | -38.7% |
| 1Y | -43.2% | +11.7% | -54.9% | -51.3% |
| 3Y | +144.0% | +44.5% | +99.6% | +52.5% |
| 5Y | -6.1% | +7.6% | -13.7% | -14.3% |
| All | -6.1% | +7.5% | -13.6% | -14.3% |
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