+13,149.5%
MPWR vs VYM
+490.3%
+12,659.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.8% |
| 30D | -13.1% | -1.3% | -11.8% | -11.6% |
| 3M | -21.7% | +4.1% | -25.8% | -25.8% |
| 6M | +19.5% | +9.8% | +9.7% | +6.4% |
| YTD | +34.9% | +15.3% | +19.6% | +13.2% |
| 1Y | +42.0% | +20.0% | +22.0% | +13.5% |
| 3Y | +148.8% | +66.2% | +82.6% | +37.6% |
| 5Y | +156.8% | +77.5% | +79.3% | +36.1% |
| 10Y | +1,650.0% | +201.7% | +1,448.3% | +413.8% |
| All | +13,149.5% | +490.3% | +12,659.2% | +1,704.1% |
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