+117.2%
MPC vs VUG
+4.9%
+112.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.5% | -9.7% | -7.6% |
| 7D | -10.9% | -3.0% | -7.9% | -11.7% |
| 30D | -9.4% | -6.4% | -3.0% | -11.2% |
| 3M | +26.0% | -3.2% | +29.2% | +24.9% |
| 6M | +56.5% | +3.1% | +53.4% | +58.7% |
| YTD | +144.3% | +6.3% | +138.0% | +152.6% |
| 1Y | +117.2% | +5.2% | +112.1% | +126.2% |
| All | +117.2% | +4.9% | +112.4% | +126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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