+180.2%
MPWR vs VIG
+67.2%
+113.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | +16.8% | +3.5% | +13.3% | +8.2% |
| 30D | +11.9% | +4.9% | +6.9% | -0.5% |
| 3M | +2.2% | +2.5% | -0.3% | -3.7% |
| 6M | -15.5% | +11.0% | -26.5% | -35.1% |
| YTD | +54.2% | +16.0% | +38.2% | +7.2% |
| 1Y | +51.5% | +17.5% | +33.9% | +1.8% |
| 3Y | +180.2% | +67.0% | +113.2% | -18.3% |
| All | +180.2% | +67.2% | +113.0% | -18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling