+165.3%
MPC vs VG
-39.3%
+204.6%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +5.4% | +1.7% | +3.7% | +5.1% |
| 30D | +31.0% | +16.0% | +15.0% | +27.7% |
| 3M | +46.0% | +9.7% | +36.3% | +42.9% |
| 6M | +77.3% | +29.6% | +47.7% | +68.3% |
| YTD | +141.9% | +112.0% | +29.9% | +114.5% |
| 1Y | +120.9% | +12.8% | +108.1% | +111.3% |
| All | +165.3% | -39.3% | +204.6% | +151.5% |
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