-40.7%
MP vs VUG
+4.1%
-44.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -0.9% | -2.1% |
| 7D | +2.3% | -1.1% | +3.4% | +4.1% |
| 30D | -15.3% | -7.0% | -8.3% | -3.8% |
| 3M | -33.5% | -3.7% | -29.8% | -28.9% |
| 6M | -45.5% | -1.6% | -43.9% | -43.4% |
| YTD | -27.3% | +5.1% | -32.4% | -33.3% |
| 1Y | -40.7% | +3.8% | -44.5% | -42.9% |
| All | -40.7% | +4.1% | -44.8% | -42.9% |
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