+101.7%
MPC vs VIG
+17.3%
+84.4%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.3% | -0.1% |
| 7D | -8.8% | +1.0% | -9.8% | -8.6% |
| 30D | -14.4% | +4.5% | -18.9% | -13.6% |
| 3M | +21.9% | +2.1% | +19.9% | +22.7% |
| 6M | +60.1% | +10.5% | +49.7% | +62.5% |
| YTD | +142.3% | +15.1% | +127.2% | +148.3% |
| 1Y | +101.7% | +16.9% | +84.8% | +104.8% |
| All | +101.7% | +17.3% | +84.4% | +104.8% |
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