+156.8%
MPWR vs VGT
+133.4%
+23.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.2% |
| 7D | -0.6% | +1.8% | -2.4% | -3.5% |
| 30D | -13.1% | -0.3% | -12.7% | -12.7% |
| 3M | -21.7% | +3.4% | -25.1% | -25.3% |
| 6M | +19.5% | +35.0% | -15.5% | -25.5% |
| YTD | +34.9% | +28.8% | +6.2% | -9.3% |
| 1Y | +42.0% | +38.0% | +4.0% | -14.2% |
| 3Y | +148.8% | +125.8% | +23.0% | -25.6% |
| 5Y | +156.8% | +134.7% | +22.1% | -23.7% |
| All | +156.8% | +133.4% | +23.4% | -23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling