+104.7%
MPC vs VIG
+17.7%
+86.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +3.5% |
| 7D | +2.6% | -0.3% | +2.9% | +2.1% |
| 30D | -12.2% | +4.9% | -17.1% | -11.3% |
| 3M | +20.1% | +2.9% | +17.1% | +21.0% |
| 6M | +60.6% | +11.2% | +49.4% | +63.3% |
| YTD | +150.6% | +16.0% | +134.6% | +157.9% |
| 1Y | +104.7% | +17.0% | +87.7% | +109.8% |
| All | +104.7% | +17.7% | +86.9% | +109.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling