+679.9%
MPC vs VNQ
+5.0%
+675.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.5% | +0.9% |
| 7D | +3.2% | -0.9% | +4.1% | +3.6% |
| 30D | +25.0% | -2.2% | +27.3% | +26.2% |
| 3M | +55.2% | -1.9% | +57.1% | +56.1% |
| 6M | +86.4% | +3.2% | +83.2% | +82.1% |
| YTD | +148.5% | +9.4% | +139.1% | +135.7% |
| 1Y | +121.7% | +7.5% | +114.2% | +112.0% |
| 3Y | +172.9% | +31.1% | +141.8% | +135.2% |
| 5Y | +679.9% | +6.6% | +673.4% | +655.2% |
| All | +679.9% | +5.0% | +675.0% | +655.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling