+16,459.4%
MPWR vs VSH
+192.4%
+16,266.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +13.4% | +3.2% | +9.0% |
| 7D | +11.6% | +3.5% | +8.1% | +9.8% |
| 30D | +0.1% | -22.4% | +22.5% | +15.0% |
| 3M | -0.8% | -25.2% | +24.4% | +15.6% |
| 6M | -13.0% | -22.5% | +9.5% | -6.0% |
| YTD | +53.9% | +84.2% | -30.3% | +0.4% |
| 1Y | +45.8% | +87.1% | -41.2% | -6.0% |
| 3Y | +194.3% | +31.7% | +162.6% | +125.8% |
| 5Y | +160.1% | +42.6% | +117.6% | +98.1% |
| 10Y | +1,786.5% | +116.6% | +1,669.9% | +1,033.1% |
| All | +16,459.4% | +192.4% | +16,266.9% | +7,172.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling