+1,632.7%
MPWR vs VT
+224.5%
+1,408.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -2.6% | +0.4% | -3.0% | -3.4% |
| 30D | -9.0% | +1.0% | -10.0% | -10.7% |
| 3M | -25.8% | +2.4% | -28.2% | -28.1% |
| 6M | +11.8% | +12.0% | -0.3% | -7.9% |
| YTD | +35.5% | +15.3% | +20.2% | +6.0% |
| 1Y | +45.3% | +22.6% | +22.7% | +2.3% |
| 3Y | +138.5% | +74.7% | +63.8% | -3.9% |
| 5Y | +152.8% | +66.1% | +86.6% | +19.2% |
| All | +1,632.7% | +224.5% | +1,408.2% | +219.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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