-89.6%
MPU vs VT
+221.4%
-311.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.5% |
| 7D | +12.9% | +1.0% | +11.9% | +11.8% |
| 30D | -4.1% | -0.2% | -3.8% | -3.7% |
| 3M | -16.6% | +4.5% | -21.1% | -21.6% |
| 6M | -78.4% | +14.1% | -92.5% | -81.8% |
| YTD | -78.9% | +14.8% | -93.7% | -82.3% |
| 1Y | -86.2% | +21.2% | -107.4% | -89.0% |
| 3Y | -76.6% | +76.6% | -153.2% | -87.5% |
| 5Y | -96.8% | +66.6% | -163.4% | -98.2% |
| 10Y | -89.6% | +222.3% | -311.9% | -95.2% |
| All | -89.6% | +221.4% | -311.1% | -95.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling