+99.9%
MPLX vs VT
+73.6%
+26.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.5% | -2.5% |
| 7D | -1.0% | -1.6% | +0.6% | -0.4% |
| 30D | +2.0% | -2.5% | +4.5% | +3.0% |
| 3M | -0.6% | -1.3% | +0.7% | -0.2% |
| 6M | +5.4% | +3.1% | +2.3% | +3.6% |
| YTD | +14.0% | +10.9% | +3.1% | +7.9% |
| 1Y | +22.2% | +12.1% | +10.2% | +15.0% |
| All | +99.9% | +73.6% | +26.3% | +54.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling