+116.7%
MPC vs VUG
+3.5%
+113.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.4% | +0.2% |
| 7D | +11.2% | +2.5% | +8.7% | +11.8% |
| 30D | -14.5% | -6.3% | -8.2% | -16.2% |
| 3M | +16.7% | -6.0% | +22.7% | +14.6% |
| 6M | +67.6% | -3.5% | +71.1% | +66.1% |
| YTD | +157.9% | +3.9% | +154.0% | +164.5% |
| 1Y | +116.7% | +5.1% | +111.6% | +122.3% |
| All | +116.7% | +3.5% | +113.2% | +122.3% |
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 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