-20.3%
MPL vs VT
+18.2%
-38.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -3.0% |
| 7D | 0.0% | +0.1% | -0.1% | -0.4% |
| 30D | +56.7% | +4.5% | +52.2% | +41.9% |
| 3M | -37.1% | +2.8% | -39.8% | -40.1% |
| 6M | +94.5% | +13.0% | +81.5% | +92.5% |
| YTD | +153.2% | +15.4% | +137.8% | +119.9% |
| All | -20.3% | +18.2% | -38.4% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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