-93.7%
MPU vs VT
+13.3%
-107.0%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.1% | +3.3% |
| 7D | -13.7% | -0.7% | -13.0% | -13.5% |
| 30D | -53.8% | -1.7% | -52.1% | -53.9% |
| 3M | -71.4% | -2.3% | -69.1% | -71.4% |
| 6M | -88.5% | +1.5% | -90.1% | -88.3% |
| YTD | -93.1% | +12.0% | -105.1% | -93.5% |
| 1Y | -93.7% | +12.9% | -106.6% | -94.2% |
| All | -93.7% | +13.3% | -107.0% | -94.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling