+1,134.0%
MPC vs VEU
+149.3%
+984.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.8% |
| 7D | +3.9% | +1.7% | +2.2% | +1.8% |
| 30D | +33.8% | +1.0% | +32.8% | +31.9% |
| 3M | +49.9% | +5.6% | +44.2% | +38.6% |
| 6M | +80.9% | +13.7% | +67.3% | +48.3% |
| YTD | +147.4% | +17.7% | +129.7% | +92.4% |
| 1Y | +123.2% | +25.8% | +97.4% | +58.6% |
| 3Y | +171.7% | +77.1% | +94.6% | +17.3% |
| 5Y | +678.6% | +57.1% | +621.4% | +297.1% |
| 10Y | +1,134.0% | +149.8% | +984.2% | +226.2% |
| All | +1,134.0% | +149.3% | +984.8% | +226.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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