-5.0%
MPA vs VT
+13.3%
-18.2%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | +0.5% | -0.7% | +1.2% | +0.6% |
| 30D | +6.4% | -1.7% | +8.1% | +6.8% |
| 3M | -5.8% | -2.3% | -3.5% | -5.3% |
| 6M | -7.6% | +1.5% | -9.1% | -8.0% |
| YTD | -2.7% | +12.0% | -14.8% | -6.3% |
| 1Y | -5.0% | +12.9% | -17.9% | -8.6% |
| All | -5.0% | +13.3% | -18.2% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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