+198.5%
MPC vs VIG
+67.2%
+131.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +9.4% | +3.1% | +6.3% | +6.9% |
| 30D | -13.4% | +5.0% | -18.5% | -17.0% |
| 3M | +18.9% | +2.7% | +16.2% | +16.2% |
| 6M | +64.9% | +11.0% | +54.0% | +50.1% |
| YTD | +156.8% | +16.0% | +140.8% | +123.2% |
| 1Y | +113.2% | +16.3% | +96.9% | +84.6% |
| All | +198.5% | +67.2% | +131.3% | +62.5% |
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