+116.7%
MPC vs VTRS
+96.7%
+20.0%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.5% |
| 7D | +11.2% | +4.6% | +6.7% | +11.7% |
| 30D | -14.5% | +19.4% | -33.9% | -12.8% |
| 3M | +16.7% | +30.8% | -14.1% | +19.6% |
| 6M | +67.6% | +21.6% | +45.9% | +71.4% |
| YTD | +157.9% | +71.2% | +86.8% | +155.5% |
| 1Y | +116.7% | +97.6% | +19.1% | +104.9% |
| All | +116.7% | +96.7% | +20.0% | +104.9% |
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