+14,479.0%
MPWR vs VTR
+653.3%
+13,825.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.5% |
| 7D | -2.6% | -1.7% | -0.9% | -2.0% |
| 30D | -9.0% | -2.4% | -6.6% | -8.4% |
| 3M | -25.8% | +14.8% | -40.6% | -30.2% |
| 6M | +11.8% | +5.3% | +6.4% | +8.2% |
| YTD | +35.5% | +18.1% | +17.4% | +25.9% |
| 1Y | +45.3% | +36.7% | +8.6% | +27.6% |
| 3Y | +138.5% | +130.1% | +8.4% | +70.9% |
| 5Y | +152.8% | +89.5% | +63.3% | +92.9% |
| 10Y | +1,616.6% | +87.4% | +1,529.2% | +1,044.0% |
| All | +14,479.0% | +653.3% | +13,825.7% | +4,381.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling