+286.4%
MPTI vs VOO
+77.0%
+209.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.8% |
| 7D | +8.5% | -0.4% | +8.8% | +9.0% |
| 30D | -6.5% | -1.4% | -5.1% | -4.5% |
| 3M | -14.9% | +3.7% | -18.6% | -19.8% |
| 6M | +23.8% | +13.0% | +10.7% | +1.7% |
| YTD | +48.8% | +12.4% | +36.3% | +23.4% |
| 1Y | +72.9% | +18.6% | +54.3% | +31.6% |
| All | +286.4% | +77.0% | +209.5% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling