+445.3%
MP vs VT
+142.9%
+302.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -2.9% | +0.4% | -3.3% | -3.7% |
| 30D | +13.8% | +1.0% | +12.8% | +12.0% |
| 3M | -16.7% | +2.4% | -19.1% | -19.3% |
| 6M | -11.5% | +12.0% | -23.5% | -26.5% |
| YTD | +7.9% | +15.3% | -7.4% | -14.8% |
| 1Y | -15.0% | +22.6% | -37.6% | -39.8% |
| 3Y | +153.5% | +74.7% | +78.8% | -6.9% |
| 5Y | +58.7% | +66.1% | -7.5% | -31.2% |
| All | +445.3% | +142.9% | +302.4% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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