+3,101.0%
MPC vs VIG
+497.6%
+2,603.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.9% |
| 7D | +5.4% | -0.4% | +5.9% | +6.0% |
| 30D | +31.0% | -1.0% | +31.9% | +32.6% |
| 3M | +46.0% | +2.8% | +43.3% | +40.4% |
| 6M | +77.3% | +8.2% | +69.1% | +57.8% |
| YTD | +141.9% | +11.0% | +130.9% | +107.9% |
| 1Y | +120.9% | +16.1% | +104.8% | +78.2% |
| 3Y | +182.7% | +56.2% | +126.5% | +51.5% |
| 5Y | +646.4% | +63.0% | +583.4% | +267.4% |
| 10Y | +1,138.7% | +241.4% | +897.3% | +128.1% |
| All | +3,101.0% | +497.6% | +2,603.4% | +156.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling