+3,101.0%
MPC vs VNQ
+196.1%
+2,904.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.9% |
| 7D | +5.4% | -1.3% | +6.7% | +6.5% |
| 30D | +31.0% | -2.9% | +33.9% | +34.1% |
| 3M | +46.0% | +0.8% | +45.2% | +44.1% |
| 6M | +77.3% | +2.5% | +74.8% | +71.0% |
| YTD | +141.9% | +10.6% | +131.3% | +118.0% |
| 1Y | +120.9% | +9.1% | +111.8% | +101.2% |
| 3Y | +182.7% | +31.0% | +151.6% | +112.7% |
| 5Y | +646.4% | +4.9% | +641.5% | +571.3% |
| 10Y | +1,138.7% | +59.5% | +1,079.3% | +661.8% |
| All | +3,101.0% | +196.1% | +2,904.9% | +953.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling