+81.1%
MPV price history and return analytics
+58.5%
+22.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.2% |
| 7D | +3.5% | +2.9% | +0.6% | +2.9% |
| 30D | 0.0% | -2.5% | +2.5% | +0.4% |
| 3M | +7.5% | -3.3% | +10.9% | +8.2% |
| 6M | +5.4% | +1.5% | +3.9% | +5.1% |
| YTD | +12.3% | +11.4% | +1.0% | +10.2% |
| 1Y | -6.5% | +11.9% | -18.4% | -8.3% |
| 3Y | +66.4% | +73.9% | -7.5% | +54.0% |
| 5Y | +81.1% | +57.9% | +23.2% | +59.0% |
| All | +81.1% | +58.5% | +22.6% | +59.0% |
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