+129.2%
MPV price history and return analytics
+221.4%
-92.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -0.2% | +1.0% | -1.2% | -0.5% |
| 30D | +5.8% | -0.2% | +6.1% | +5.9% |
| 3M | +5.1% | +4.5% | +0.5% | +3.3% |
| 6M | -6.3% | +14.1% | -20.4% | -10.7% |
| YTD | +11.4% | +14.8% | -3.4% | +5.8% |
| 1Y | -5.7% | +21.2% | -26.9% | -12.2% |
| 3Y | +62.7% | +76.6% | -13.8% | +30.5% |
| 5Y | +87.5% | +66.6% | +20.9% | +52.5% |
| 10Y | +129.2% | +222.3% | -93.0% | +33.5% |
| All | +129.2% | +221.4% | -92.2% | +33.5% |
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