+2,968.0%
MPC vs VIG
+503.2%
+2,464.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | -16.2% | -1.8% | -14.4% | -14.5% |
| 30D | -15.7% | +2.7% | -18.4% | -19.0% |
| 3M | +24.9% | 0.0% | +24.9% | +24.1% |
| 6M | +52.7% | +6.8% | +45.9% | +38.6% |
| YTD | +131.9% | +12.1% | +119.8% | +95.6% |
| 1Y | +96.6% | +14.8% | +81.8% | +60.3% |
| 3Y | +163.8% | +62.4% | +101.4% | +33.4% |
| 5Y | +533.1% | +59.6% | +473.6% | +220.3% |
| 10Y | +1,118.6% | +261.5% | +857.2% | +105.4% |
| All | +2,968.0% | +503.2% | +2,464.8% | +141.3% |
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 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