+155.2%
MPWR vs VIG
+63.1%
+92.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.9% |
| 7D | -2.6% | -0.4% | -2.1% | -1.7% |
| 30D | -9.0% | -1.0% | -8.1% | -7.3% |
| 3M | -25.8% | +2.8% | -28.6% | -30.4% |
| 6M | +11.8% | +8.2% | +3.6% | -5.7% |
| YTD | +35.5% | +11.0% | +24.5% | +8.5% |
| 1Y | +45.3% | +16.1% | +29.2% | +6.0% |
| 3Y | +138.5% | +56.2% | +82.3% | +0.1% |
| All | +155.2% | +63.1% | +92.1% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling