-60.3%
MPLT vs VT
+12.0%
-72.3%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.4% | +2.6% |
| 7D | +7.4% | +0.4% | +7.0% | +7.2% |
| 30D | -17.6% | -2.6% | -15.0% | -15.6% |
| 3M | -40.2% | -3.2% | -36.9% | -38.5% |
| 6M | -73.4% | +0.9% | -74.4% | -74.0% |
| YTD | -58.6% | +11.3% | -69.9% | -63.7% |
| 1Y | -53.4% | +14.0% | -67.4% | -59.5% |
| All | -60.3% | +12.0% | -72.3% | -65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling