+504.4%
MPTI price history and return analytics
+115.9%
+388.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +4.9% |
| 7D | +8.5% | -0.1% | +8.6% | +8.5% |
| 30D | -6.5% | -0.7% | -5.8% | -5.8% |
| 3M | -14.9% | +4.0% | -18.9% | -18.7% |
| 6M | +23.8% | +12.3% | +11.5% | +8.2% |
| YTD | +48.8% | +14.0% | +34.8% | +27.7% |
| 1Y | +72.9% | +20.3% | +52.6% | +39.8% |
| 3Y | +290.4% | +75.4% | +215.0% | +136.8% |
| All | +504.4% | +115.9% | +388.5% | +248.3% |
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 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