+1,098.3%
MPC vs VTV
+229.0%
+869.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.3% |
| 7D | -8.8% | 0.0% | -8.9% | -9.1% |
| 30D | -14.4% | +3.2% | -17.6% | -18.5% |
| 3M | +21.9% | +1.7% | +20.3% | +18.6% |
| 6M | +60.1% | +11.0% | +49.1% | +36.0% |
| YTD | +142.3% | +21.0% | +121.3% | +79.6% |
| 1Y | +101.7% | +24.3% | +77.4% | +43.5% |
| 3Y | +184.8% | +76.9% | +107.8% | +18.0% |
| 5Y | +564.6% | +76.9% | +487.7% | +173.2% |
| 10Y | +1,098.3% | +227.8% | +870.5% | +92.3% |
| All | +1,098.3% | +229.0% | +869.3% | +92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling