+108.0%
MPC vs VUG
+3.3%
+104.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +3.7% |
| 7D | +2.6% | -1.1% | +3.7% | +2.1% |
| 30D | -12.2% | -7.0% | -5.2% | -14.2% |
| 3M | +20.1% | -3.7% | +23.8% | +18.7% |
| 6M | +60.6% | -1.6% | +62.2% | +60.1% |
| YTD | +150.6% | +5.1% | +145.4% | +157.9% |
| All | +108.0% | +3.3% | +104.7% | +116.4% |
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