+124.2%
VEA vs MP
+459.3%
-335.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -2.0% | -0.6% |
| 7D | +1.9% | +3.0% | -1.2% | +1.6% |
| 30D | +0.8% | +8.3% | -7.6% | 0.0% |
| 3M | +5.7% | -3.8% | +9.5% | +5.6% |
| 6M | +13.3% | -4.9% | +18.2% | +12.8% |
| YTD | +18.4% | +9.6% | +8.8% | +16.1% |
| 1Y | +27.0% | -11.7% | +38.7% | +25.4% |
| 3Y | +79.3% | +158.5% | -79.2% | +52.2% |
| 5Y | +62.1% | +68.9% | -6.8% | +41.5% |
| All | +124.2% | +459.3% | -335.1% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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