-44.8%
MP vs VUG
+0.7%
-45.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +3.4% |
| 7D | -10.5% | -3.4% | -7.1% | -5.5% |
| 30D | -23.5% | -11.1% | -12.4% | -6.3% |
| 3M | -25.4% | -7.2% | -18.2% | -15.1% |
| 6M | -51.3% | -4.1% | -47.1% | -47.3% |
| YTD | -29.9% | +1.4% | -31.3% | -31.7% |
| All | -44.8% | +0.7% | -45.5% | -43.4% |
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