+156.2%
MPWR vs VTV
+77.3%
+78.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.3% |
| 7D | +16.8% | +2.9% | +13.9% | +10.9% |
| 30D | +11.9% | +3.8% | +8.1% | +4.2% |
| 3M | +2.2% | +1.6% | +0.7% | -0.6% |
| 6M | -15.5% | +11.2% | -26.7% | -31.5% |
| YTD | +54.2% | +22.0% | +32.2% | +5.4% |
| 1Y | +51.5% | +24.9% | +26.6% | -1.2% |
| 3Y | +180.2% | +78.5% | +101.8% | -3.9% |
| All | +156.2% | +77.3% | +78.9% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling