+41.0%
MRP price history and return analytics
+32.8%
+8.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -1.2% |
| 7D | -3.3% | -0.7% | -2.6% | -2.9% |
| 30D | +16.8% | -1.7% | +18.6% | +18.3% |
| 3M | -9.5% | -2.3% | -7.2% | -7.9% |
| 6M | +1.2% | +1.5% | -0.4% | -0.1% |
| YTD | -2.6% | +12.0% | -14.6% | -11.2% |
| 1Y | -9.6% | +12.9% | -22.5% | -18.1% |
| All | +41.0% | +32.8% | +8.2% | +7.7% |
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