+157.4%
MPC vs VG
-51.4%
+208.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.0% | +0.1% | -3.3% |
| 7D | -12.8% | -22.0% | +9.2% | -9.2% |
| 30D | -12.7% | -14.7% | +2.0% | -10.6% |
| 3M | +27.1% | -7.1% | +34.1% | +28.0% |
| 6M | +45.8% | -11.2% | +57.0% | +46.9% |
| YTD | +134.7% | +69.8% | +64.9% | +115.1% |
| 1Y | +106.0% | +49.9% | +56.2% | +91.0% |
| All | +157.4% | -51.4% | +208.8% | +152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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