+959.0%
MPC vs ROIV
+287.3%
+671.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.6% | 0.0% | +4.4% |
| 7D | -9.4% | +13.3% | -22.7% | -9.9% |
| 30D | -14.3% | +14.8% | -29.1% | -14.9% |
| 3M | +31.1% | +11.9% | +19.2% | +30.2% |
| 6M | +60.3% | +42.4% | +17.9% | +56.9% |
| YTD | +142.5% | +87.4% | +55.1% | +133.0% |
| 1Y | +104.6% | +97.2% | +7.3% | +95.8% |
| 3Y | +191.7% | +375.7% | -184.0% | +164.7% |
| 5Y | +549.2% | +379.0% | +170.2% | +458.0% |
| All | +959.0% | +287.3% | +671.7% | +801.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling