+1,106.2%
MPC vs VO
+206.8%
+899.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.7% | +1.9% | +1.4% |
| 7D | -9.4% | -0.1% | -9.3% | -9.3% |
| 30D | -14.3% | +0.5% | -14.8% | -15.0% |
| 3M | +31.1% | -1.0% | +32.1% | +32.1% |
| 6M | +60.3% | +6.4% | +53.8% | +47.4% |
| YTD | +142.5% | +13.6% | +128.9% | +104.2% |
| 1Y | +104.6% | +14.5% | +90.1% | +70.4% |
| 3Y | +191.7% | +67.2% | +124.5% | +50.0% |
| 5Y | +549.2% | +36.1% | +513.1% | +325.0% |
| 10Y | +1,106.2% | +199.3% | +906.9% | +178.8% |
| All | +1,106.2% | +206.8% | +899.4% | +178.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling