+114.8%
MPWR vs VT
+53.2%
+61.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -4.1% | -6.2% | -0.8% |
| 7D | -5.6% | -4.2% | -1.4% | +4.1% |
| 30D | -23.2% | -5.8% | -17.4% | -11.3% |
| 3M | -15.8% | -5.2% | -10.5% | -3.7% |
| 6M | -28.5% | +0.1% | -28.7% | -26.8% |
| YTD | +25.5% | +8.2% | +17.2% | +8.4% |
| 1Y | +13.9% | +10.1% | +3.8% | -5.2% |
| 3Y | +134.6% | +69.7% | +64.9% | -17.7% |
| 5Y | +114.8% | +53.4% | +61.5% | -2.5% |
| All | +114.8% | +53.2% | +61.7% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling