+156.8%
MPWR vs VMC
+52.4%
+104.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +0.9% |
| 7D | -0.6% | -0.5% | -0.1% | -0.2% |
| 30D | -13.1% | -9.1% | -4.0% | -6.3% |
| 3M | -21.7% | -4.1% | -17.6% | -21.1% |
| 6M | +19.5% | -5.5% | +25.0% | +21.6% |
| YTD | +34.9% | -8.9% | +43.8% | +39.1% |
| 1Y | +42.0% | -12.9% | +54.9% | +51.7% |
| 3Y | +148.8% | +22.1% | +126.7% | +89.1% |
| 5Y | +156.8% | +52.7% | +104.1% | +57.5% |
| All | +156.8% | +52.4% | +104.4% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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