+3,109.1%
MPC vs VOO
+670.0%
+2,439.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.3% | +2.2% | +1.8% |
| 7D | -9.4% | +0.1% | -9.5% | -9.7% |
| 30D | -14.3% | -3.3% | -11.0% | -11.1% |
| 3M | +31.1% | -2.4% | +33.5% | +34.0% |
| 6M | +60.3% | +2.6% | +57.7% | +52.9% |
| YTD | +142.5% | +11.3% | +131.2% | +106.6% |
| 1Y | +104.6% | +13.4% | +91.1% | +69.9% |
| 3Y | +191.7% | +80.3% | +111.4% | +31.3% |
| 5Y | +549.2% | +72.7% | +476.5% | +198.5% |
| 10Y | +1,106.2% | +310.0% | +796.2% | +75.9% |
| All | +3,109.1% | +670.0% | +2,439.1% | +96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling