+1,135.5%
MPC vs VEU
+152.2%
+983.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.9% | +2.5% | +2.3% |
| 7D | +2.6% | -0.5% | +3.1% | +3.3% |
| 30D | -12.2% | -1.0% | -11.2% | -11.5% |
| 3M | +20.1% | -3.6% | +23.7% | +24.1% |
| 6M | +60.6% | -1.2% | +61.8% | +58.6% |
| YTD | +150.6% | +12.0% | +138.6% | +105.0% |
| 1Y | +104.7% | +13.9% | +90.8% | +63.5% |
| 3Y | +194.5% | +71.3% | +123.2% | +31.0% |
| 5Y | +582.3% | +50.3% | +532.0% | +262.6% |
| All | +1,135.5% | +152.2% | +983.3% | +208.6% |
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