+119.6%
MPC vs VYM
+18.5%
+101.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.5% |
| 7D | +1.2% | -1.9% | +3.1% | +2.0% |
| 30D | +17.0% | -2.6% | +19.6% | +18.3% |
| 3M | +49.5% | +3.6% | +45.9% | +47.0% |
| 6M | +83.5% | +8.7% | +74.8% | +75.2% |
| YTD | +144.1% | +14.1% | +130.0% | +123.6% |
| 1Y | +119.6% | +17.8% | +101.8% | +94.5% |
| All | +119.6% | +18.5% | +101.1% | +94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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