+117.2%
MPC vs VTRS
+90.6%
+26.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.6% | -9.7% | -8.0% |
| 7D | -10.9% | +2.4% | -13.3% | -10.7% |
| 30D | -9.4% | +9.1% | -18.5% | -8.7% |
| 3M | +26.0% | +9.4% | +16.6% | +27.2% |
| 6M | +56.5% | +28.3% | +28.2% | +58.4% |
| YTD | +144.3% | +58.0% | +86.2% | +143.4% |
| 1Y | +117.2% | +89.7% | +27.5% | +112.3% |
| All | +117.2% | +90.6% | +26.6% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling