+101.9%
MPC vs VIG
+17.0%
+84.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.4% | +2.2% | +4.9% |
| 7D | -9.4% | +0.4% | -9.8% | -9.2% |
| 30D | -14.3% | +4.3% | -18.6% | -13.6% |
| 3M | +31.1% | +2.0% | +29.1% | +31.9% |
| 6M | +60.3% | +10.2% | +50.1% | +62.6% |
| YTD | +142.5% | +14.8% | +127.7% | +148.4% |
| All | +101.9% | +17.0% | +84.9% | +104.9% |
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