+3,101.0%
MPC vs VO
+426.8%
+2,674.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.6% |
| 7D | +5.4% | -0.3% | +5.7% | +5.7% |
| 30D | +31.0% | -0.3% | +31.3% | +31.4% |
| 3M | +46.0% | +2.9% | +43.1% | +40.4% |
| 6M | +77.3% | +9.3% | +68.0% | +56.8% |
| YTD | +141.9% | +14.2% | +127.7% | +102.7% |
| 1Y | +120.9% | +15.3% | +105.7% | +82.6% |
| 3Y | +182.7% | +56.2% | +126.4% | +58.0% |
| 5Y | +646.4% | +42.4% | +604.0% | +353.6% |
| 10Y | +1,138.7% | +194.7% | +944.0% | +215.4% |
| All | +3,101.0% | +426.8% | +2,674.2% | +303.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling