+14,479.0%
MPWR vs VSH
+251.0%
+14,228.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.6% | -1.7% |
| 7D | -2.6% | +4.1% | -6.6% | -4.8% |
| 30D | -9.0% | -4.2% | -4.9% | -7.2% |
| 3M | -25.8% | -50.0% | +24.1% | +5.9% |
| 6M | +11.8% | +80.2% | -68.4% | -25.2% |
| YTD | +35.5% | +121.1% | -85.6% | -19.6% |
| 1Y | +45.3% | +112.0% | -66.7% | -12.3% |
| 3Y | +138.5% | +22.5% | +115.9% | +91.6% |
| 5Y | +152.8% | +64.0% | +88.7% | +78.6% |
| 10Y | +1,616.6% | +170.4% | +1,446.2% | +819.8% |
| All | +14,479.0% | +251.0% | +14,228.1% | +5,721.8% |
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