+601.0%
MPC vs VIG
+64.4%
+536.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +11.2% | +3.5% | +7.8% | +8.3% |
| 30D | -14.5% | +4.9% | -19.4% | -17.9% |
| 3M | +16.7% | +2.5% | +14.2% | +14.1% |
| 6M | +67.6% | +11.0% | +56.5% | +52.9% |
| YTD | +157.9% | +16.0% | +142.0% | +125.5% |
| 1Y | +116.7% | +17.5% | +99.1% | +87.0% |
| 3Y | +199.8% | +67.0% | +132.8% | +91.3% |
| All | +601.0% | +64.4% | +536.6% | +351.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling