+601.0%
MPC vs VOO
+72.6%
+528.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | +11.2% | +2.6% | +8.7% | +9.5% |
| 30D | -14.5% | -2.0% | -12.5% | -13.5% |
| 3M | +16.7% | -2.8% | +19.4% | +18.5% |
| 6M | +67.6% | +2.2% | +65.4% | +63.9% |
| YTD | +157.9% | +11.5% | +146.4% | +135.6% |
| 1Y | +116.7% | +13.5% | +103.2% | +95.1% |
| 3Y | +199.8% | +78.1% | +121.7% | +92.4% |
| All | +601.0% | +72.6% | +528.4% | +358.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling