+1,171.8%
MPC vs VEU
+149.9%
+1,021.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | +11.2% | +2.1% | +9.1% | +8.6% |
| 30D | -14.5% | -0.9% | -13.6% | -13.9% |
| 3M | +16.7% | -5.4% | +22.1% | +23.2% |
| 6M | +67.6% | -1.8% | +69.3% | +66.7% |
| YTD | +157.9% | +10.9% | +147.0% | +113.3% |
| 1Y | +116.7% | +13.6% | +103.1% | +73.4% |
| 3Y | +199.8% | +69.3% | +130.5% | +35.2% |
| 5Y | +604.4% | +48.1% | +556.3% | +281.8% |
| All | +1,171.8% | +149.9% | +1,021.9% | +221.0% |
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