-23.9%
MPLT price history and return analytics
+15.5%
-39.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.7% |
| 7D | +4.8% | +1.0% | +3.8% | +3.9% |
| 30D | +14.6% | -0.2% | +14.9% | +14.8% |
| 3M | -52.6% | +4.5% | -57.2% | -55.2% |
| 6M | -24.6% | +14.1% | -38.7% | -35.6% |
| YTD | -20.6% | +14.8% | -35.3% | -32.2% |
| All | -23.9% | +15.5% | -39.4% | -36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling