+1,174.7%
MPC vs VTV
+227.6%
+947.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.9% |
| 7D | +3.2% | -0.7% | +3.9% | +4.2% |
| 30D | +25.0% | -0.5% | +25.5% | +25.9% |
| 3M | +55.2% | +5.3% | +49.9% | +43.1% |
| 6M | +86.4% | +12.9% | +73.5% | +53.7% |
| YTD | +148.5% | +18.5% | +130.0% | +90.5% |
| 1Y | +121.7% | +25.3% | +96.4% | +56.0% |
| 3Y | +172.9% | +68.2% | +104.7% | +22.0% |
| 5Y | +679.9% | +80.6% | +599.3% | +209.0% |
| 10Y | +1,174.7% | +232.9% | +941.8% | +103.2% |
| All | +1,174.7% | +227.6% | +947.1% | +103.2% |
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