+113.9%
VEA vs MP
+271.0%
-157.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -1.3% | +2.3% | -3.6% | -1.5% |
| 30D | 0.0% | -15.3% | +15.2% | +1.3% |
| 3M | -3.6% | -33.5% | +29.9% | -0.4% |
| 6M | -0.5% | -45.5% | +45.0% | +4.0% |
| YTD | +13.0% | -27.3% | +40.3% | +14.6% |
| 1Y | +16.3% | -40.7% | +57.0% | +19.6% |
| 3Y | +74.4% | +145.9% | -71.4% | +47.7% |
| 5Y | +55.8% | -13.9% | +69.7% | +42.7% |
| All | +113.9% | +271.0% | -157.1% | +77.6% |
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