+14,479.0%
MPWR vs VTV
+648.4%
+13,830.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.1% | +1.1% |
| 7D | -2.6% | +0.5% | -3.1% | -3.2% |
| 30D | -9.0% | +1.1% | -10.1% | -10.3% |
| 3M | -25.8% | +5.9% | -31.7% | -30.9% |
| 6M | +11.8% | +11.6% | +0.1% | -1.7% |
| YTD | +35.5% | +19.8% | +15.7% | +9.6% |
| 1Y | +45.3% | +26.2% | +19.1% | +10.4% |
| 3Y | +138.5% | +68.5% | +70.0% | +33.3% |
| 5Y | +152.8% | +79.9% | +72.9% | +36.2% |
| 10Y | +1,616.6% | +229.7% | +1,386.9% | +386.5% |
| All | +14,479.0% | +648.4% | +13,830.6% | +1,739.8% |
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