+199.8%
MPC vs VEU
+70.2%
+129.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | +11.2% | +2.1% | +9.1% | +10.5% |
| 30D | -14.5% | -0.9% | -13.6% | -14.3% |
| 3M | +16.7% | -5.4% | +22.1% | +18.8% |
| 6M | +67.6% | -1.8% | +69.3% | +67.3% |
| YTD | +157.9% | +10.9% | +147.0% | +135.2% |
| 1Y | +116.7% | +13.6% | +103.1% | +93.7% |
| 3Y | +199.8% | +69.3% | +130.5% | +86.7% |
| All | +199.8% | +70.2% | +129.6% | +86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling