+1,786.5%
MPWR vs VLO
+791.1%
+995.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +3.0% | +13.6% | +15.8% |
| 7D | +11.6% | -6.5% | +18.1% | +13.9% |
| 30D | +0.1% | -17.8% | +17.9% | +5.5% |
| 3M | -0.8% | +19.6% | -20.4% | -6.7% |
| 6M | -13.0% | +49.3% | -62.3% | -23.8% |
| YTD | +53.9% | +122.4% | -68.5% | +17.5% |
| 1Y | +45.8% | +107.4% | -61.6% | +13.5% |
| 3Y | +194.3% | +223.1% | -28.8% | +96.3% |
| 5Y | +160.1% | +432.2% | -272.1% | +45.7% |
| 10Y | +1,786.5% | +743.6% | +1,042.9% | +727.5% |
| All | +1,786.5% | +791.1% | +995.5% | +727.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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