+444.2%
V vs MPC
+1,165.8%
-721.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -1.3% |
| 7D | -0.8% | -9.4% | +8.6% | +1.5% |
| 30D | +9.5% | -14.3% | +23.8% | +13.4% |
| 3M | +16.7% | +31.1% | -14.4% | +7.8% |
| 6M | +32.9% | +60.3% | -27.3% | +16.1% |
| YTD | +21.1% | +142.5% | -121.4% | -6.3% |
| 1Y | +26.6% | +104.6% | -77.9% | +2.4% |
| 3Y | +78.4% | +191.7% | -113.4% | +26.7% |
| 5Y | +105.5% | +549.2% | -443.7% | +11.5% |
| 10Y | +444.2% | +1,106.2% | -662.0% | +126.1% |
| All | +444.2% | +1,165.8% | -721.5% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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