+1,542.6%
MPWR vs VO
+196.6%
+1,346.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.4% | +5.5% |
| 7D | -1.7% | -2.6% | +0.8% | +2.9% |
| 30D | -16.5% | -0.9% | -15.6% | -14.9% |
| 3M | -12.3% | -3.0% | -9.3% | -7.1% |
| 6M | -27.7% | +2.2% | -29.9% | -29.4% |
| YTD | +32.0% | +10.6% | +21.4% | +14.5% |
| 1Y | +25.1% | +12.5% | +12.6% | +5.4% |
| 3Y | +146.5% | +61.4% | +85.1% | +23.8% |
| 5Y | +126.0% | +33.4% | +92.6% | +63.2% |
| All | +1,542.6% | +196.6% | +1,346.1% | +271.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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