-94.1%
MPU vs VT
+374.2%
-468.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -13.6% | +0.4% | -14.1% | -13.8% |
| 30D | -13.6% | +1.0% | -14.6% | -14.2% |
| 3M | -36.7% | +2.4% | -39.0% | -38.3% |
| 6M | -78.4% | +12.0% | -90.4% | -80.5% |
| YTD | -79.1% | +15.3% | -94.5% | -81.5% |
| 1Y | -89.9% | +22.6% | -112.5% | -91.4% |
| 3Y | -79.8% | +74.7% | -154.5% | -86.5% |
| 5Y | -96.7% | +66.1% | -162.8% | -97.7% |
| 10Y | -89.8% | +225.0% | -314.8% | -95.1% |
| All | -94.1% | +374.2% | -468.3% | -97.7% |
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