+175.1%
MPC vs VTEB
+9.0%
+166.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +1.0% | +0.1% |
| 7D | +3.2% | -0.7% | +3.9% | +2.8% |
| 30D | +25.0% | -2.1% | +27.1% | +23.6% |
| 3M | +55.2% | -2.7% | +57.8% | +52.9% |
| 6M | +86.4% | -2.1% | +88.5% | +84.7% |
| YTD | +148.5% | -1.1% | +149.6% | +146.3% |
| 1Y | +121.7% | +1.3% | +120.4% | +120.2% |
| All | +175.1% | +9.0% | +166.1% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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