+642.2%
MPC vs VEU
+56.2%
+586.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | 0.0% |
| 7D | +5.4% | +1.1% | +4.3% | +4.7% |
| 30D | +31.0% | +2.2% | +28.8% | +29.1% |
| 3M | +46.0% | +3.0% | +43.0% | +42.7% |
| 6M | +77.3% | +10.9% | +66.5% | +63.0% |
| YTD | +141.9% | +18.2% | +123.7% | +110.5% |
| 1Y | +120.9% | +28.3% | +92.6% | +79.8% |
| 3Y | +182.7% | +74.6% | +108.1% | +77.3% |
| All | +642.2% | +56.2% | +586.0% | +442.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling