+8,327.8%
MPWR vs VIG
+650.0%
+7,677.8%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.6% |
| 7D | +2.2% | +1.0% | +1.2% | +1.2% |
| 30D | -2.1% | +4.5% | -6.6% | -8.2% |
| 3M | -1.6% | +2.1% | -3.6% | -4.3% |
| 6M | -14.9% | +10.5% | -25.4% | -26.6% |
| YTD | +50.5% | +15.1% | +35.5% | +23.5% |
| 1Y | +40.0% | +16.9% | +23.1% | +12.3% |
| 3Y | +175.0% | +65.6% | +109.4% | +40.9% |
| 5Y | +162.0% | +64.4% | +97.6% | +43.9% |
| 10Y | +1,791.8% | +260.6% | +1,531.2% | +288.3% |
| All | +8,327.8% | +650.0% | +7,677.8% | +498.3% |
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 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