+14,239.5%
MPWR vs VTRS
+23.8%
+14,215.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | -1.3% | -3.5% | +2.2% | 0.0% |
| 30D | -12.8% | +2.1% | -15.0% | -13.5% |
| 3M | -21.3% | +2.6% | -23.9% | -22.7% |
| 6M | +13.7% | +17.8% | -4.0% | +5.6% |
| YTD | +33.3% | +35.7% | -2.4% | +16.8% |
| 1Y | +41.3% | +63.5% | -22.2% | +14.9% |
| 3Y | +145.8% | +85.1% | +60.7% | +86.4% |
| 5Y | +155.6% | +42.5% | +113.1% | +106.6% |
| 10Y | +1,679.2% | -48.2% | +1,727.4% | +1,775.1% |
| All | +14,239.5% | +23.8% | +14,215.7% | +8,045.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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