-13.9%
MP vs VUG
+65.5%
-79.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -0.9% | -1.3% |
| 7D | +2.3% | -1.1% | +3.4% | +3.8% |
| 30D | -15.3% | -7.0% | -8.3% | -7.4% |
| 3M | -33.5% | -3.7% | -29.8% | -30.1% |
| 6M | -45.5% | -1.6% | -43.9% | -43.7% |
| YTD | -27.3% | +5.1% | -32.4% | -30.1% |
| 1Y | -40.7% | +3.8% | -44.5% | -41.9% |
| 3Y | +145.9% | +79.9% | +66.0% | +19.6% |
| 5Y | -13.9% | +66.4% | -80.3% | -46.7% |
| All | -13.9% | +65.5% | -79.4% | -46.7% |
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