+116.7%
MPC vs VTV
+23.7%
+92.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +11.2% | +2.9% | +8.3% | +10.5% |
| 30D | -14.5% | +3.8% | -18.3% | -15.0% |
| 3M | +16.7% | +1.6% | +15.1% | +16.3% |
| 6M | +67.6% | +11.2% | +56.4% | +63.6% |
| YTD | +157.9% | +22.0% | +135.9% | +137.9% |
| 1Y | +116.7% | +24.9% | +91.8% | +97.7% |
| All | +116.7% | +23.7% | +92.9% | +97.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling