-92.7%
MPU vs VT
+353.8%
-446.5%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -4.1% |
| 7D | -6.0% | -1.8% | -4.2% | -4.7% |
| 30D | -31.1% | -0.7% | -30.4% | -30.8% |
| 3M | -66.2% | +3.0% | -69.2% | -67.3% |
| 6M | -74.0% | +7.4% | -81.5% | -75.7% |
| YTD | -74.2% | +10.4% | -84.6% | -76.3% |
| 1Y | -88.6% | +21.2% | -109.8% | -90.2% |
| 3Y | -83.5% | +65.4% | -148.9% | -88.5% |
| 5Y | -89.2% | +66.1% | -155.2% | -92.4% |
| 10Y | -87.3% | +219.6% | -306.8% | -93.7% |
| All | -92.7% | +353.8% | -446.5% | -97.0% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling