+155.6%
MPWR vs VTV
+80.1%
+75.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.6% |
| 7D | -1.3% | -0.7% | -0.6% | 0.0% |
| 30D | -12.8% | -0.5% | -12.4% | -12.1% |
| 3M | -21.3% | +5.3% | -26.6% | -29.2% |
| 6M | +13.7% | +12.9% | +0.9% | -9.9% |
| YTD | +33.3% | +18.5% | +14.8% | -3.3% |
| 1Y | +41.3% | +25.3% | +16.0% | -7.9% |
| 3Y | +145.8% | +68.2% | +77.6% | -3.8% |
| 5Y | +155.6% | +80.6% | +75.0% | -2.4% |
| All | +155.6% | +80.1% | +75.5% | -2.4% |
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