-99.3%
MPU price history and return analytics
+57.5%
-156.9%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.3% |
| 7D | -12.2% | -0.1% | -12.1% | -12.1% |
| 30D | -55.6% | -3.1% | -52.6% | -54.2% |
| 3M | -72.3% | -3.5% | -68.8% | -71.2% |
| 6M | -89.3% | +0.5% | -89.8% | -89.6% |
| YTD | -93.3% | +10.8% | -104.1% | -94.3% |
| 1Y | -94.1% | +11.9% | -106.0% | -95.0% |
| 3Y | -90.9% | +73.0% | -163.9% | -95.4% |
| 5Y | -99.3% | +58.6% | -157.9% | -99.6% |
| All | -99.3% | +57.5% | -156.9% | -99.6% |
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 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