+3,005.7%
MPC vs VUG
+804.9%
+2,200.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.5% | +1.6% | +0.7% |
| 7D | -12.8% | -7.1% | -5.6% | -7.4% |
| 30D | -12.7% | -12.1% | -0.6% | -3.2% |
| 3M | +27.1% | -8.1% | +35.2% | +35.2% |
| 6M | +45.8% | -3.2% | +49.0% | +46.6% |
| YTD | +134.7% | +0.5% | +134.2% | +125.5% |
| 1Y | +106.0% | -0.7% | +106.7% | +99.5% |
| 3Y | +165.5% | +77.1% | +88.4% | +43.8% |
| 5Y | +540.9% | +56.2% | +484.7% | +274.5% |
| 10Y | +1,133.6% | +394.1% | +739.5% | +69.7% |
| All | +3,005.7% | +804.9% | +2,200.8% | +89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling