+3,417.4%
MPC vs VT
+351.3%
+3,066.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.0% | -1.6% | -0.4% | -0.1% |
| 30D | +1.2% | -2.5% | +3.7% | +4.1% |
| 3M | +39.6% | -1.3% | +40.9% | +40.9% |
| 6M | +74.7% | +3.1% | +71.7% | +64.9% |
| YTD | +165.8% | +10.9% | +154.9% | +124.9% |
| 1Y | +121.9% | +12.1% | +109.8% | +85.1% |
| 3Y | +200.7% | +73.9% | +126.8% | +38.6% |
| 5Y | +650.1% | +58.0% | +592.2% | +284.3% |
| 10Y | +1,298.9% | +225.5% | +1,073.4% | +196.4% |
| All | +3,417.4% | +351.3% | +3,066.1% | +410.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling