+26.3%
MPL vs VT
+10.2%
+16.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +17.1% | +0.7% | +16.4% | +16.3% |
| 30D | +76.8% | +8.4% | +68.4% | +66.2% |
| 3M | +217.3% | +4.4% | +212.9% | +261.2% |
| 6M | +124.9% | +8.8% | +116.0% | +106.0% |
| YTD | +300.8% | +7.6% | +293.2% | +284.3% |
| All | +26.3% | +10.2% | +16.0% | +10.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling