+14,101.9%
MPWR vs VUG
+1,127.3%
+12,974.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +3.9% |
| 7D | -1.7% | -3.4% | +1.6% | +3.5% |
| 30D | -16.5% | -11.1% | -5.4% | -0.6% |
| 3M | -12.3% | -7.2% | -5.0% | -1.5% |
| 6M | -27.7% | -4.1% | -23.6% | -21.8% |
| YTD | +32.0% | +1.4% | +30.6% | +32.1% |
| 1Y | +25.1% | +1.9% | +23.2% | +24.6% |
| 3Y | +146.5% | +77.7% | +68.8% | +22.1% |
| 5Y | +126.0% | +57.6% | +68.5% | +41.0% |
| 10Y | +1,582.7% | +398.6% | +1,184.1% | +159.8% |
| All | +14,101.9% | +1,127.3% | +12,974.6% | +639.3% |
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 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