+3,101.0%
MPC vs VOO
+685.9%
+2,415.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.8% |
| 7D | +5.4% | +0.1% | +5.3% | +5.3% |
| 30D | +31.0% | +0.1% | +30.9% | +30.7% |
| 3M | +46.0% | +2.0% | +44.0% | +41.5% |
| 6M | +77.3% | +13.0% | +64.3% | +49.4% |
| YTD | +141.9% | +13.6% | +128.3% | +102.3% |
| 1Y | +120.9% | +20.1% | +100.8% | +71.8% |
| 3Y | +182.7% | +77.6% | +105.1% | +30.5% |
| 5Y | +646.4% | +82.4% | +564.0% | +220.3% |
| 10Y | +1,138.7% | +316.8% | +821.9% | +78.8% |
| All | +3,101.0% | +685.9% | +2,415.1% | +92.2% |
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 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