+7,290.1%
MPWR vs VIG
+630.3%
+6,659.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.8% |
| 7D | -1.7% | -1.8% | 0.0% | +1.0% |
| 30D | -16.5% | +2.7% | -19.2% | -20.0% |
| 3M | -12.3% | 0.0% | -12.2% | -12.4% |
| 6M | -27.7% | +6.8% | -34.5% | -34.6% |
| YTD | +32.0% | +12.1% | +19.9% | +12.2% |
| 1Y | +25.1% | +14.8% | +10.3% | +2.7% |
| 3Y | +146.5% | +62.4% | +84.1% | +29.7% |
| 5Y | +126.0% | +59.6% | +66.5% | +29.3% |
| 10Y | +1,582.7% | +261.5% | +1,321.2% | +245.0% |
| All | +7,290.1% | +630.3% | +6,659.7% | +443.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling