+180.2%
MPWR vs VSH
+31.2%
+149.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.2% | +0.3% | -1.3% |
| 7D | +16.8% | +14.3% | +2.5% | +8.1% |
| 30D | +11.9% | -7.9% | +19.7% | +16.7% |
| 3M | +2.2% | -19.9% | +22.1% | +15.2% |
| 6M | -15.5% | -30.5% | +15.0% | -2.3% |
| YTD | +54.2% | +85.7% | -31.5% | -11.2% |
| 1Y | +51.5% | +98.9% | -47.5% | -17.2% |
| 3Y | +180.2% | +32.1% | +148.1% | +95.9% |
| All | +180.2% | +31.2% | +149.0% | +95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling