+155.6%
MPWR vs VYM
+76.9%
+78.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.2% |
| 7D | -1.3% | -1.0% | -0.3% | +0.6% |
| 30D | -12.8% | -2.0% | -10.8% | -9.3% |
| 3M | -21.3% | +3.1% | -24.4% | -26.1% |
| 6M | +13.7% | +8.9% | +4.9% | -3.2% |
| YTD | +33.3% | +14.7% | +18.5% | +3.1% |
| 1Y | +41.3% | +19.4% | +21.9% | +1.5% |
| 3Y | +145.8% | +65.4% | +80.4% | +1.8% |
| 5Y | +155.6% | +77.6% | +78.1% | +4.8% |
| All | +155.6% | +76.9% | +78.7% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 5y: compounded portfolio wealth divided by compounded VYM 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…
5y analysis · Full analysis span regression · 6 months rolling