-96.8%
MPU price history and return analytics
+65.7%
-162.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | +5.6% | -0.1% | +5.7% | +5.8% |
| 30D | -13.6% | -0.7% | -13.0% | -12.9% |
| 3M | -45.7% | +4.0% | -49.7% | -48.9% |
| 6M | -77.9% | +12.3% | -90.2% | -81.3% |
| YTD | -79.1% | +14.0% | -93.1% | -82.7% |
| 1Y | -86.6% | +20.3% | -106.9% | -89.5% |
| 3Y | -76.8% | +75.4% | -152.3% | -88.6% |
| 5Y | -96.8% | +66.0% | -162.7% | -98.1% |
| All | -96.8% | +65.7% | -162.5% | -98.1% |
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