+655.1%
MPC vs VTV
+80.6%
+574.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.1% |
| 7D | +1.8% | -1.1% | +2.9% | +3.1% |
| 30D | +14.0% | -1.0% | +15.0% | +15.3% |
| 3M | +52.2% | +4.6% | +47.6% | +44.3% |
| 6M | +75.8% | +13.5% | +62.3% | +50.6% |
| YTD | +146.3% | +18.5% | +127.8% | +100.4% |
| 1Y | +120.8% | +22.9% | +97.9% | +71.8% |
| 3Y | +172.6% | +67.8% | +104.8% | +46.8% |
| All | +655.1% | +80.6% | +574.5% | +267.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling