+1,677.2%
MPWR vs VTV
+234.5%
+1,442.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +3.0% |
| 7D | +0.9% | -1.1% | +2.0% | +2.6% |
| 30D | -13.4% | -1.0% | -12.3% | -12.0% |
| 3M | -22.2% | +4.6% | -26.9% | -27.7% |
| 6M | +15.7% | +13.5% | +2.2% | -3.9% |
| YTD | +36.7% | +18.5% | +18.2% | +7.0% |
| 1Y | +47.9% | +22.9% | +25.0% | +9.9% |
| 3Y | +159.7% | +67.8% | +91.8% | +27.9% |
| 5Y | +159.1% | +81.8% | +77.3% | +19.3% |
| All | +1,677.2% | +234.5% | +1,442.7% | +299.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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