+1,786.5%
MPWR vs VUG
+405.9%
+1,380.6%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.8% | +13.8% | +12.1% |
| 7D | +11.6% | +0.5% | +11.1% | +11.5% |
| 30D | +0.1% | -8.2% | +8.3% | +16.0% |
| 3M | -0.8% | -5.4% | +4.6% | +9.8% |
| 6M | -13.0% | -2.5% | -10.5% | -7.3% |
| YTD | +53.9% | +4.2% | +49.7% | +47.4% |
| 1Y | +45.8% | +5.0% | +40.8% | +38.2% |
| 3Y | +194.3% | +81.7% | +112.5% | +27.4% |
| 5Y | +160.1% | +62.5% | +97.6% | +42.1% |
| 10Y | +1,786.5% | +396.3% | +1,390.2% | +79.0% |
| All | +1,786.5% | +405.9% | +1,380.6% | +79.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling