+17,167.4%
MPWR vs VTV
+660.5%
+16,506.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.6% |
| 7D | +27.9% | +2.3% | +25.6% | +24.8% |
| 30D | +9.7% | +3.8% | +5.9% | +5.0% |
| 3M | +1.7% | +1.7% | 0.0% | -0.1% |
| 6M | -9.2% | +10.9% | -20.1% | -19.8% |
| YTD | +60.5% | +21.7% | +38.8% | +27.7% |
| 1Y | +52.0% | +23.4% | +28.7% | +19.1% |
| 3Y | +193.1% | +78.0% | +115.1% | +53.4% |
| 5Y | +167.3% | +77.4% | +89.9% | +46.6% |
| 10Y | +1,878.8% | +230.4% | +1,648.4% | +460.2% |
| All | +17,167.4% | +660.5% | +16,506.9% | +2,044.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling