+147.0%
MPV price history and return analytics
+221.8%
-74.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +0.8% |
| 7D | +3.4% | +2.4% | +1.0% | +2.5% |
| 30D | +3.3% | -1.5% | +4.8% | +3.8% |
| 3M | +8.8% | -4.1% | +13.0% | +10.5% |
| 6M | +6.4% | +0.6% | +5.8% | +6.0% |
| YTD | +13.1% | +11.0% | +2.0% | +8.7% |
| 1Y | -7.9% | +13.3% | -21.3% | -12.2% |
| 3Y | +66.7% | +73.4% | -6.7% | +34.4% |
| 5Y | +82.3% | +57.4% | +24.9% | +51.9% |
| All | +147.0% | +221.8% | -74.7% | +50.9% |
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