+108.9%
MPB price history and return analytics
+345.0%
-236.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -0.2% |
| 7D | +0.7% | -4.2% | +4.9% | +2.7% |
| 30D | -5.0% | -5.8% | +0.8% | -2.4% |
| 3M | -9.8% | -5.2% | -4.5% | -7.6% |
| 6M | +4.3% | +0.1% | +4.2% | +4.0% |
| YTD | +13.6% | +8.2% | +5.4% | +9.3% |
| 1Y | +20.9% | +10.1% | +10.8% | +15.3% |
| 3Y | +86.6% | +69.7% | +17.0% | +47.8% |
| 5Y | +32.2% | +53.4% | -21.2% | +8.7% |
| 10Y | +144.6% | +219.2% | -74.6% | +65.2% |
| All | +108.9% | +345.0% | -236.1% | +32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling