+114.8%
MPWR vs VCIT
+3.7%
+111.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +0.2% | -10.5% | -10.7% |
| 7D | -5.6% | +0.5% | -6.1% | -6.5% |
| 30D | -23.2% | +2.1% | -25.3% | -26.3% |
| 3M | -15.8% | -1.6% | -14.2% | -13.5% |
| 6M | -28.5% | -1.6% | -27.0% | -26.4% |
| YTD | +25.5% | -1.5% | +27.0% | +29.3% |
| 1Y | +13.9% | -0.4% | +14.3% | +15.0% |
| 3Y | +134.6% | +19.6% | +115.0% | +71.3% |
| 5Y | +114.8% | +3.3% | +111.6% | +90.5% |
| All | +114.8% | +3.7% | +111.2% | +90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling