+191.2%
MPC vs VSH
+43.7%
+147.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +8.8% | -5.4% | +2.2% |
| 7D | +2.6% | +12.8% | -10.2% | +0.6% |
| 30D | -12.2% | -9.0% | -3.2% | -11.6% |
| 3M | +20.1% | -12.2% | +32.3% | +20.8% |
| 6M | +60.6% | -15.9% | +76.5% | +55.6% |
| YTD | +150.6% | +103.2% | +47.3% | +93.2% |
| 1Y | +104.7% | +108.4% | -3.8% | +56.2% |
| All | +191.2% | +43.7% | +147.6% | +118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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