+142.5%
MP vs VT
+73.6%
+68.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -7.4% | -1.6% | -5.8% | -4.6% |
| 30D | -19.5% | -2.5% | -17.0% | -15.3% |
| 3M | -13.7% | -1.3% | -12.4% | -10.7% |
| 6M | -43.2% | +3.1% | -46.3% | -44.9% |
| YTD | -25.1% | +10.9% | -36.1% | -35.0% |
| 1Y | -34.4% | +12.1% | -46.5% | -43.6% |
| All | +142.5% | +73.6% | +68.9% | -26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling