+58.1%
MP vs VUG
+76.6%
-18.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.0% |
| 7D | -2.9% | -0.1% | -2.7% | -2.8% |
| 30D | +13.8% | -0.3% | +14.1% | +14.3% |
| 3M | -16.7% | -0.7% | -16.0% | -15.3% |
| 6M | -11.5% | +14.6% | -26.1% | -23.4% |
| YTD | +7.9% | +9.0% | -1.1% | -1.1% |
| 1Y | -15.0% | +14.9% | -29.9% | -26.5% |
| 3Y | +153.5% | +86.0% | +67.5% | +17.2% |
| All | +58.1% | +76.6% | -18.5% | -10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling