+1,171.8%
MPC vs VTV
+230.1%
+941.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.1% |
| 7D | +11.2% | +2.9% | +8.3% | +6.8% |
| 30D | -14.5% | +3.8% | -18.3% | -19.2% |
| 3M | +16.7% | +1.6% | +15.1% | +13.6% |
| 6M | +67.6% | +11.2% | +56.4% | +42.0% |
| YTD | +157.9% | +22.0% | +135.9% | +89.0% |
| 1Y | +116.7% | +24.9% | +91.8% | +53.1% |
| 3Y | +199.8% | +78.5% | +121.3% | +22.7% |
| 5Y | +604.4% | +77.8% | +526.6% | +187.7% |
| All | +1,171.8% | +230.1% | +941.7% | +99.9% |
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