+534.5%
MPC vs VOO
+67.9%
+466.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.4% |
| 7D | -16.2% | -2.7% | -13.5% | -14.7% |
| 30D | -15.7% | -5.4% | -10.4% | -12.8% |
| 3M | +24.9% | -4.1% | +29.0% | +27.9% |
| 6M | +52.7% | +0.7% | +51.9% | +50.6% |
| YTD | +131.9% | +8.7% | +123.1% | +115.2% |
| 1Y | +96.6% | +11.0% | +85.7% | +79.6% |
| 3Y | +163.8% | +75.5% | +88.3% | +70.8% |
| All | +534.5% | +67.9% | +466.6% | +323.7% |
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