+64.1%
MPTI vs VOO
+18.2%
+45.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +1.9% |
| 7D | +6.6% | -0.8% | +7.4% | +7.9% |
| 30D | -7.0% | -1.1% | -5.9% | -5.5% |
| 3M | -17.5% | +3.9% | -21.4% | -22.3% |
| 6M | +25.0% | +13.6% | +11.4% | +2.8% |
| YTD | +49.4% | +12.7% | +36.7% | +24.6% |
| 1Y | +64.1% | +17.6% | +46.6% | +22.8% |
| All | +64.1% | +18.2% | +45.9% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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