+6,456.2%
MPWR vs VCIT
+96.2%
+6,360.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.6% | -5.7% | -5.5% |
| 7D | +4.1% | +0.4% | +3.7% | +3.7% |
| 30D | -14.8% | +2.2% | -17.0% | -16.4% |
| 3M | -5.4% | -1.8% | -3.6% | -4.1% |
| 6M | -19.6% | -1.6% | -18.0% | -18.5% |
| YTD | +39.8% | -1.7% | +41.6% | +42.0% |
| 1Y | +32.5% | -0.8% | +33.4% | +33.7% |
| 3Y | +161.4% | +19.3% | +142.1% | +133.1% |
| 5Y | +144.5% | +3.5% | +140.9% | +123.6% |
| 10Y | +1,682.6% | +28.6% | +1,654.0% | +1,676.2% |
| All | +6,456.2% | +96.2% | +6,360.0% | +11,625.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling