+1,098.3%
MPC vs VIG
+259.6%
+838.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.4% |
| 7D | -8.8% | +1.0% | -9.8% | -10.2% |
| 30D | -14.4% | +4.5% | -18.9% | -19.3% |
| 3M | +21.9% | +2.1% | +19.9% | +18.2% |
| 6M | +60.1% | +10.5% | +49.7% | +39.9% |
| YTD | +142.3% | +15.1% | +127.2% | +99.1% |
| 1Y | +101.7% | +16.9% | +84.8% | +62.2% |
| 3Y | +184.8% | +65.6% | +119.2% | +43.6% |
| 5Y | +564.6% | +64.4% | +500.2% | +231.9% |
| 10Y | +1,098.3% | +260.6% | +837.7% | +110.7% |
| All | +1,098.3% | +259.6% | +838.7% | +110.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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