+6,253.3%
MPWR vs VCIT
+98.3%
+6,155.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -2.6% | -0.3% | -2.2% | -2.3% |
| 30D | -9.0% | -0.8% | -8.3% | -8.5% |
| 3M | -25.8% | -1.0% | -24.8% | -25.2% |
| 6M | +11.8% | -1.8% | +13.6% | +13.6% |
| YTD | +35.5% | -0.7% | +36.2% | +36.6% |
| 1Y | +45.3% | +1.0% | +44.3% | +44.6% |
| 3Y | +138.5% | +18.8% | +119.6% | +112.8% |
| 5Y | +152.8% | +3.5% | +149.3% | +129.7% |
| 10Y | +1,616.6% | +29.2% | +1,587.4% | +1,589.0% |
| All | +6,253.3% | +98.3% | +6,155.0% | +11,176.5% |
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 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