+156.1%
VTI vs MP
+268.3%
-112.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.0% | -0.9% | +1.8% |
| 7D | -0.4% | -3.6% | +3.2% | -0.1% |
| 30D | -3.2% | -21.0% | +17.7% | -1.2% |
| 3M | -2.9% | -33.3% | +30.4% | +0.5% |
| 6M | +2.4% | -45.9% | +48.3% | +7.5% |
| YTD | +11.2% | -27.8% | +39.0% | +12.6% |
| 1Y | +11.6% | -43.2% | +54.8% | +15.4% |
| 3Y | +76.6% | +144.0% | -67.5% | +45.7% |
| 5Y | +65.3% | -6.1% | +71.4% | +49.3% |
| All | +156.1% | +268.3% | -112.2% | +107.0% |
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