+162.0%
MPWR vs VTR
+102.5%
+59.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.5% |
| 7D | +2.2% | +3.8% | -1.6% | +0.8% |
| 30D | -2.1% | +10.1% | -12.2% | -6.0% |
| 3M | -1.6% | -1.2% | -0.4% | -1.6% |
| 6M | -14.9% | +4.8% | -19.7% | -18.0% |
| YTD | +50.5% | +18.9% | +31.6% | +35.8% |
| 1Y | +40.0% | +21.8% | +18.1% | +24.5% |
| 3Y | +175.0% | +132.0% | +43.0% | +62.2% |
| 5Y | +162.0% | +94.7% | +67.3% | +66.2% |
| All | +162.0% | +102.5% | +59.5% | +66.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling