+79.9%
VTI vs MPC
+187.3%
-107.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.6% | -2.1% | +1.9% |
| 7D | +0.2% | -9.4% | +9.7% | +1.4% |
| 30D | -2.9% | -14.3% | +11.4% | -1.2% |
| 3M | -2.6% | +31.1% | -33.7% | -7.0% |
| 6M | +2.8% | +60.3% | -57.5% | -5.3% |
| YTD | +11.6% | +142.5% | -130.9% | -6.5% |
| 1Y | +13.6% | +104.6% | -90.9% | -1.0% |
| 3Y | +79.9% | +191.7% | -111.9% | +39.9% |
| All | +79.9% | +187.3% | -107.4% | +39.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling