+1,135.3%
MPC vs VUG
+405.4%
+729.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +2.2% |
| 7D | +2.6% | -1.1% | +3.7% | +3.4% |
| 30D | -12.2% | -7.0% | -5.2% | -7.8% |
| 3M | +20.1% | -3.7% | +23.8% | +22.5% |
| 6M | +60.6% | -1.6% | +62.2% | +60.0% |
| YTD | +150.6% | +5.1% | +145.4% | +134.9% |
| 1Y | +104.7% | +3.8% | +100.9% | +93.6% |
| 3Y | +194.5% | +79.9% | +114.6% | +73.2% |
| 5Y | +582.3% | +66.4% | +515.9% | +318.7% |
| 10Y | +1,135.3% | +405.3% | +730.0% | +112.3% |
| All | +1,135.3% | +405.4% | +729.9% | +112.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling