-32.6%
MP vs VUG
+3.5%
-36.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +5.0% |
| 7D | +9.5% | +2.5% | +7.0% | +5.0% |
| 30D | -3.0% | -6.3% | +3.3% | +8.3% |
| 3M | -30.4% | -6.0% | -24.3% | -22.3% |
| 6M | -39.2% | -3.5% | -35.6% | -34.7% |
| YTD | -23.3% | +3.9% | -27.2% | -28.4% |
| 1Y | -32.6% | +5.1% | -37.7% | -38.5% |
| All | -32.6% | +3.5% | -36.1% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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