+198.5%
MPC vs VOO
+79.1%
+119.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.7% |
| 7D | +9.4% | +3.3% | +6.1% | +7.4% |
| 30D | -13.4% | -2.7% | -10.8% | -12.1% |
| 3M | +18.9% | -1.7% | +20.6% | +19.8% |
| 6M | +64.9% | +3.1% | +61.8% | +60.4% |
| YTD | +156.8% | +11.9% | +144.9% | +134.0% |
| 1Y | +113.2% | +12.1% | +101.1% | +93.9% |
| All | +198.5% | +79.1% | +119.3% | +67.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling