+1,134.0%
MPC vs VOO
+314.0%
+820.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.8% | +2.9% |
| 7D | +3.9% | +0.5% | +3.3% | +3.2% |
| 30D | +33.8% | -0.9% | +34.7% | +35.1% |
| 3M | +49.9% | +3.9% | +46.0% | +42.4% |
| 6M | +80.9% | +14.5% | +66.4% | +51.6% |
| YTD | +147.4% | +13.0% | +134.5% | +110.4% |
| 1Y | +123.2% | +19.4% | +103.8% | +77.0% |
| 3Y | +171.7% | +78.9% | +92.9% | +28.5% |
| 5Y | +678.6% | +82.3% | +596.3% | +248.0% |
| 10Y | +1,134.0% | +314.2% | +819.8% | +70.9% |
| All | +1,134.0% | +314.0% | +820.0% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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