+7.4%
MPA price history and return analytics
+222.7%
-215.3%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.9% | -0.1% | -1.8% | -1.9% |
| 30D | -4.4% | -0.7% | -3.7% | -4.2% |
| 3M | -5.2% | +4.0% | -9.2% | -6.1% |
| 6M | -3.7% | +12.3% | -16.0% | -6.6% |
| YTD | -1.1% | +14.0% | -15.2% | -4.5% |
| 1Y | +0.9% | +20.3% | -19.4% | -3.9% |
| 3Y | +15.9% | +75.4% | -59.5% | -0.2% |
| 5Y | -13.7% | +66.0% | -79.7% | -25.1% |
| 10Y | +7.4% | +228.2% | -220.8% | -26.5% |
| All | +7.4% | +222.7% | -215.3% | -26.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling