+302.5%
VTI vs MPC
+1,153.9%
-851.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -1.0% | -0.6% |
| 7D | -0.4% | +3.2% | -3.6% | -1.1% |
| 30D | -1.6% | +25.0% | -26.6% | -6.9% |
| 3M | +3.6% | +55.2% | -51.6% | -7.4% |
| 6M | +13.0% | +86.4% | -73.4% | -4.1% |
| YTD | +12.7% | +148.5% | -135.8% | -11.6% |
| 1Y | +18.4% | +121.7% | -103.3% | -4.6% |
| 3Y | +76.4% | +172.9% | -96.4% | +31.5% |
| 5Y | +73.7% | +679.9% | -606.2% | -4.4% |
| 10Y | +302.5% | +1,174.7% | -872.2% | +80.3% |
| All | +302.5% | +1,153.9% | -851.4% | +80.3% |
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