+590.5%
MPC vs VT
+60.6%
+529.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.7% | -9.8% | -9.3% |
| 7D | -10.9% | -0.3% | -10.6% | -10.9% |
| 30D | -9.4% | -1.4% | -8.0% | -8.7% |
| 3M | +26.0% | -1.4% | +27.4% | +26.7% |
| 6M | +56.5% | +5.5% | +51.0% | +48.8% |
| YTD | +144.3% | +12.8% | +131.4% | +118.4% |
| 1Y | +117.2% | +15.4% | +101.8% | +90.4% |
| 3Y | +176.3% | +76.9% | +99.4% | +69.9% |
| 5Y | +590.5% | +60.4% | +530.1% | +371.1% |
| All | +590.5% | +60.6% | +529.9% | +371.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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