+136.7%
MPWR vs VCIT
+19.1%
+117.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -2.6% | -0.3% | -2.2% | -1.9% |
| 30D | -9.0% | -0.8% | -8.3% | -7.7% |
| 3M | -25.8% | -1.0% | -24.8% | -24.2% |
| 6M | +11.8% | -1.8% | +13.6% | +16.0% |
| YTD | +35.5% | -0.7% | +36.2% | +37.8% |
| 1Y | +45.3% | +1.0% | +44.3% | +43.6% |
| All | +136.7% | +19.1% | +117.6% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling