+120.8%
MPC vs VTRS
+66.8%
+54.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | +1.8% | -2.2% | +4.0% | +1.7% |
| 30D | +14.0% | +3.3% | +10.7% | +14.1% |
| 3M | +52.2% | +2.0% | +50.2% | +52.3% |
| 6M | +75.8% | +19.9% | +55.8% | +75.4% |
| YTD | +146.3% | +35.7% | +110.5% | +142.7% |
| 1Y | +120.8% | +68.1% | +52.7% | +111.4% |
| All | +120.8% | +66.8% | +54.0% | +111.4% |
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