+1,788.2%
MPWR vs VGT
+716.3%
+1,072.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.7% | -2.2% | -1.4% |
| 7D | +16.8% | +2.5% | +14.3% | +13.6% |
| 30D | +11.9% | -9.5% | +21.4% | +30.6% |
| 3M | +2.2% | -9.5% | +11.7% | +20.1% |
| 6M | -15.5% | -1.8% | -13.7% | -11.3% |
| YTD | +54.2% | +18.4% | +35.8% | +23.1% |
| 1Y | +51.5% | +18.7% | +32.7% | +20.4% |
| 3Y | +180.2% | +103.8% | +76.4% | +10.4% |
| 5Y | +156.8% | +104.4% | +52.4% | +7.7% |
| All | +1,788.2% | +716.3% | +1,072.0% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 10y: compounded portfolio wealth divided by compounded VGT 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…
10y analysis · Full analysis span regression · 6 months rolling