+43.1%
MPWR vs VUG
+3.5%
+39.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.6% | +2.8% | +13.8% | +11.7% |
| 7D | +11.6% | +0.5% | +11.1% | +11.2% |
| 30D | +0.1% | -8.2% | +8.3% | +16.5% |
| 3M | -0.8% | -5.4% | +4.6% | +10.2% |
| 6M | -13.0% | -2.5% | -10.5% | -7.2% |
| YTD | +53.9% | +4.2% | +49.7% | +45.3% |
| All | +43.1% | +3.5% | +39.6% | +39.6% |
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