+173.9%
MPC vs VNQ
+32.2%
+141.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +3.9% | -0.4% | +4.2% | +4.0% |
| 30D | +33.8% | -2.5% | +36.3% | +35.0% |
| 3M | +49.9% | +1.4% | +48.5% | +48.5% |
| 6M | +80.9% | +4.6% | +76.4% | +76.0% |
| YTD | +147.4% | +10.5% | +136.9% | +133.7% |
| 1Y | +123.2% | +8.4% | +114.8% | +112.8% |
| All | +173.9% | +32.2% | +141.7% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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