+1,633.0%
MPWR vs VIG
+249.2%
+1,383.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.3% |
| 7D | -1.3% | -1.2% | -0.1% | +0.8% |
| 30D | -12.8% | -2.8% | -10.0% | -8.4% |
| 3M | -21.3% | +2.5% | -23.8% | -24.9% |
| 6M | +13.7% | +8.1% | +5.7% | -0.6% |
| YTD | +33.3% | +9.6% | +23.7% | +14.3% |
| 1Y | +41.3% | +14.2% | +27.1% | +13.3% |
| 3Y | +145.8% | +56.1% | +89.7% | +23.3% |
| 5Y | +155.6% | +62.8% | +92.8% | +26.4% |
| All | +1,633.0% | +249.2% | +1,383.8% | +187.9% |
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