+136.7%
MPWR vs VSH
+24.4%
+112.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.6% | -1.8% |
| 7D | -2.6% | +4.1% | -6.6% | -5.0% |
| 30D | -9.0% | -4.2% | -4.9% | -7.1% |
| 3M | -25.8% | -50.0% | +24.1% | +10.6% |
| 6M | +11.8% | +80.2% | -68.4% | -32.5% |
| YTD | +35.5% | +121.1% | -85.6% | -29.4% |
| 1Y | +45.3% | +112.0% | -66.7% | -22.8% |
| All | +136.7% | +24.4% | +112.3% | +76.5% |
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