-31.8%
MP price history and return analytics
+10.5%
-42.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.4% |
| 7D | -10.5% | -2.3% | -8.2% | -5.8% |
| 30D | -23.5% | -5.0% | -18.6% | -13.5% |
| 3M | -25.4% | -4.9% | -20.6% | -15.3% |
| 6M | -51.3% | -1.5% | -49.7% | -48.6% |
| YTD | -29.9% | +8.5% | -38.4% | -42.6% |
| 1Y | -31.8% | +11.4% | -43.2% | -48.7% |
| All | -31.8% | +10.5% | -42.3% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling