+1,786.5%
MPWR vs VIG
+267.0%
+1,519.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.4% | +14.2% | +12.2% |
| 7D | +11.6% | +0.4% | +11.2% | +11.3% |
| 30D | +0.1% | +4.3% | -4.1% | -6.9% |
| 3M | -0.8% | +2.0% | -2.9% | -4.1% |
| 6M | -13.0% | +10.2% | -23.2% | -26.8% |
| YTD | +53.9% | +14.8% | +39.1% | +21.8% |
| 1Y | +45.8% | +17.5% | +28.4% | +10.9% |
| 3Y | +194.3% | +67.4% | +126.9% | +30.4% |
| 5Y | +160.1% | +63.4% | +96.8% | +26.7% |
| 10Y | +1,786.5% | +259.9% | +1,526.6% | +176.7% |
| All | +1,786.5% | +267.0% | +1,519.5% | +176.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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