+148.8%
MPWR vs VTR
+131.6%
+17.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | -0.6% | -2.4% | +1.8% | -0.2% |
| 30D | -13.1% | -3.7% | -9.3% | -12.5% |
| 3M | -21.7% | +13.5% | -35.3% | -24.8% |
| 6M | +19.5% | +7.2% | +12.3% | +16.6% |
| YTD | +34.9% | +17.6% | +17.3% | +27.5% |
| 1Y | +42.0% | +35.4% | +6.6% | +27.0% |
| 3Y | +148.8% | +132.8% | +16.0% | +57.1% |
| All | +148.8% | +131.6% | +17.2% | +57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling