+32.5%
MPWR vs VUG
+4.9%
+27.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.5% | -6.6% | -7.6% |
| 7D | +4.1% | -3.0% | +7.1% | +9.2% |
| 30D | -14.8% | -6.4% | -8.4% | -4.5% |
| 3M | -5.4% | -3.2% | -2.2% | +0.5% |
| 6M | -19.6% | +3.1% | -22.7% | -21.8% |
| YTD | +39.8% | +6.3% | +33.6% | +27.2% |
| 1Y | +32.5% | +5.2% | +27.4% | +23.3% |
| All | +32.5% | +4.9% | +27.7% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling