+125.1%
VEA vs MP
+450.8%
-325.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.3% |
| 7D | +1.0% | -2.9% | +3.8% | +1.2% |
| 30D | +1.9% | +13.8% | -11.9% | +0.7% |
| 3M | +3.2% | -16.7% | +19.9% | +4.4% |
| 6M | +10.2% | -11.5% | +21.7% | +10.4% |
| YTD | +18.9% | +7.9% | +11.0% | +16.8% |
| 1Y | +29.3% | -15.0% | +44.4% | +28.2% |
| 3Y | +76.8% | +153.5% | -76.7% | +50.3% |
| 5Y | +61.2% | +58.7% | +2.6% | +41.2% |
| All | +125.1% | +450.8% | -325.7% | +80.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling