+117.2%
MPC vs VO
+16.3%
+101.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.9% | -9.0% | -8.1% |
| 7D | -10.9% | +1.0% | -11.9% | -10.9% |
| 30D | -9.4% | +2.6% | -12.0% | -9.5% |
| 3M | +26.0% | -0.3% | +26.2% | +25.9% |
| 6M | +56.5% | +7.6% | +48.9% | +55.5% |
| YTD | +144.3% | +14.7% | +129.5% | +137.4% |
| 1Y | +117.2% | +16.4% | +100.8% | +108.9% |
| All | +117.2% | +16.3% | +101.0% | +108.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling