+1,650.0%
MPWR vs VLO
+902.9%
+747.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -1.4% |
| 7D | -0.6% | +5.8% | -6.4% | -2.2% |
| 30D | -13.1% | +28.3% | -41.4% | -19.3% |
| 3M | -21.7% | +48.7% | -70.5% | -30.6% |
| 6M | +19.5% | +71.9% | -52.4% | +0.1% |
| YTD | +34.9% | +138.7% | -103.7% | +1.7% |
| 1Y | +42.0% | +148.5% | -106.5% | +5.3% |
| 3Y | +148.8% | +192.7% | -43.9% | +71.9% |
| 5Y | +156.8% | +601.6% | -444.8% | +33.4% |
| 10Y | +1,650.0% | +900.2% | +749.8% | +663.8% |
| All | +1,650.0% | +902.9% | +747.1% | +663.8% |
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