-15.0%
MP vs VSH
+118.1%
-133.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.4% | -3.0% | -0.5% |
| 7D | -2.9% | +4.1% | -6.9% | -4.5% |
| 30D | +13.8% | -4.2% | +18.0% | +15.4% |
| 3M | -16.7% | -50.0% | +33.3% | +8.5% |
| 6M | -11.5% | +80.2% | -91.7% | -36.5% |
| YTD | +7.9% | +121.1% | -113.2% | -29.2% |
| 1Y | -15.0% | +112.0% | -127.0% | -45.1% |
| All | -15.0% | +118.1% | -133.2% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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