+14,479.0%
MPWR vs VUG
+1,219.8%
+13,259.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.5% |
| 7D | -2.6% | -0.1% | -2.5% | -2.5% |
| 30D | -9.0% | -0.3% | -8.7% | -8.7% |
| 3M | -25.8% | -0.7% | -25.1% | -24.4% |
| 6M | +11.8% | +14.6% | -2.9% | -7.0% |
| YTD | +35.5% | +9.0% | +26.5% | +21.2% |
| 1Y | +45.3% | +14.9% | +30.4% | +21.5% |
| 3Y | +138.5% | +86.0% | +52.4% | +9.9% |
| 5Y | +152.8% | +76.7% | +76.1% | +33.3% |
| 10Y | +1,616.6% | +411.3% | +1,205.3% | +151.2% |
| All | +14,479.0% | +1,219.8% | +13,259.3% | +577.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling