+191.7%
MPWR vs VUG
+79.9%
+111.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -1.7% |
| 7D | +27.9% | +4.4% | +23.5% | +19.1% |
| 30D | +9.7% | -7.3% | +17.0% | +27.6% |
| 3M | +1.7% | -4.2% | +6.0% | +11.7% |
| 6M | -9.2% | -1.6% | -7.7% | -4.5% |
| YTD | +60.5% | +4.9% | +55.6% | +50.1% |
| 1Y | +52.0% | +3.8% | +48.2% | +45.4% |
| All | +191.7% | +79.9% | +111.7% | +8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling