+1,079.5%
MPC vs VO
+196.6%
+882.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -16.2% | -2.6% | -13.6% | -13.7% |
| 30D | -15.7% | -0.9% | -14.8% | -15.0% |
| 3M | +24.9% | -3.0% | +27.9% | +28.9% |
| 6M | +52.7% | +2.2% | +50.4% | +47.2% |
| YTD | +131.9% | +10.6% | +121.3% | +101.5% |
| 1Y | +96.6% | +12.5% | +84.1% | +67.0% |
| 3Y | +163.8% | +61.4% | +102.4% | +41.5% |
| 5Y | +533.1% | +33.4% | +499.7% | +322.9% |
| All | +1,079.5% | +196.6% | +882.9% | +176.9% |
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 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