-98.0%
MPU vs VT
+346.0%
-444.0%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -4.0% | -3.9% |
| 7D | -14.0% | -2.3% | -11.7% | -12.3% |
| 30D | -55.5% | -5.0% | -50.6% | -53.8% |
| 3M | -69.3% | -4.9% | -64.4% | -68.1% |
| 6M | -89.1% | -1.5% | -87.5% | -89.1% |
| YTD | -92.9% | +8.5% | -101.4% | -93.4% |
| 1Y | -93.9% | +11.4% | -105.2% | -94.4% |
| 3Y | -90.8% | +70.1% | -160.9% | -93.7% |
| 5Y | -99.3% | +53.7% | -153.1% | -99.5% |
| 10Y | -96.4% | +220.0% | -316.3% | -98.2% |
| All | -98.0% | +346.0% | -444.0% | -99.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling