+180.6%
MPC vs VIG
+56.4%
+124.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.7% |
| 7D | +5.4% | -0.4% | +5.9% | +5.8% |
| 30D | +31.0% | -1.0% | +31.9% | +32.0% |
| 3M | +46.0% | +2.8% | +43.3% | +42.3% |
| 6M | +77.3% | +8.2% | +69.1% | +64.6% |
| YTD | +141.9% | +11.0% | +130.9% | +118.6% |
| 1Y | +120.9% | +16.1% | +104.8% | +89.8% |
| All | +180.6% | +56.4% | +124.3% | +82.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling