+1,921.6%
MPWR vs VTR
+135.2%
+1,786.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.1% | +8.8% | +8.9% |
| 7D | +17.3% | +1.4% | +15.9% | +16.8% |
| 30D | +12.1% | +8.2% | +3.9% | +9.3% |
| 3M | +5.6% | +4.6% | +1.0% | +3.9% |
| 6M | -10.7% | +4.3% | -15.1% | -12.9% |
| YTD | +64.0% | +19.0% | +45.0% | +53.4% |
| 1Y | +55.9% | +21.6% | +34.3% | +44.7% |
| 3Y | +199.5% | +132.2% | +67.3% | +124.2% |
| 5Y | +176.6% | +94.4% | +82.2% | +117.0% |
| 10Y | +1,921.6% | +133.5% | +1,788.2% | +1,153.9% |
| All | +1,921.6% | +135.2% | +1,786.4% | +1,153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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