+1,120.5%
MPC vs ITOT
+300.1%
+820.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.0% |
| 7D | +1.2% | -2.0% | +3.3% | +3.6% |
| 30D | +17.0% | -2.0% | +18.9% | +19.5% |
| 3M | +49.5% | +4.5% | +44.9% | +41.0% |
| 6M | +83.5% | +12.6% | +70.9% | +56.5% |
| YTD | +144.1% | +12.0% | +132.1% | +109.2% |
| 1Y | +119.6% | +17.3% | +102.3% | +77.5% |
| 3Y | +168.1% | +75.2% | +92.8% | +28.7% |
| 5Y | +671.3% | +74.0% | +597.3% | +261.4% |
| All | +1,120.5% | +300.1% | +820.4% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ITOT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling