+1,098.3%
MPC vs VEU
+144.2%
+954.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.7% |
| 7D | -8.8% | +0.5% | -9.4% | -9.6% |
| 30D | -14.4% | -2.3% | -12.1% | -12.4% |
| 3M | +21.9% | -4.4% | +26.3% | +27.2% |
| 6M | +60.1% | -2.2% | +62.3% | +60.0% |
| YTD | +142.3% | +10.9% | +131.4% | +100.4% |
| 1Y | +101.7% | +13.4% | +88.3% | +61.9% |
| 3Y | +184.8% | +69.7% | +115.1% | +28.0% |
| 5Y | +564.6% | +50.0% | +514.6% | +252.9% |
| 10Y | +1,098.3% | +145.8% | +952.6% | +217.4% |
| All | +1,098.3% | +144.2% | +954.2% | +217.4% |
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