-38.6%
MP vs VT
+10.7%
-49.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.1% | -2.0% | +3.8% |
| 7D | -19.0% | -4.2% | -14.8% | -10.4% |
| 30D | -30.5% | -5.8% | -24.7% | -19.4% |
| 3M | -29.6% | -5.2% | -24.3% | -19.2% |
| 6M | -50.4% | +0.1% | -50.6% | -49.8% |
| YTD | -33.2% | +8.2% | -41.4% | -45.3% |
| 1Y | -38.6% | +10.1% | -48.7% | -52.3% |
| All | -38.6% | +10.7% | -49.3% | -52.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling