+15,042.5%
MPWR vs VYM
+498.6%
+14,543.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.1% | -3.8% | -3.8% |
| 7D | +16.8% | +3.7% | +13.1% | +11.9% |
| 30D | +11.9% | +3.7% | +8.2% | +7.1% |
| 3M | +2.2% | -0.7% | +2.9% | +3.6% |
| 6M | -15.5% | +7.2% | -22.7% | -22.5% |
| YTD | +54.2% | +16.9% | +37.2% | +27.6% |
| 1Y | +51.5% | +19.6% | +31.8% | +21.8% |
| 3Y | +180.2% | +74.6% | +105.6% | +45.9% |
| 5Y | +156.8% | +72.3% | +84.4% | +41.5% |
| 10Y | +1,801.1% | +206.5% | +1,594.6% | +449.2% |
| All | +15,042.5% | +498.6% | +14,543.9% | +1,933.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling