+1,934.0%
VRT vs MPWR
+1,017.5%
+916.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.9% | +0.3% | -1.5% |
| 7D | +10.5% | +16.8% | -6.3% | +1.3% |
| 30D | -9.3% | +11.9% | -21.2% | -14.3% |
| 3M | -29.6% | +2.2% | -31.8% | -30.3% |
| 6M | -45.4% | -15.5% | -29.9% | -40.8% |
| YTD | +24.8% | +54.2% | -29.4% | -0.1% |
| 1Y | +23.6% | +51.5% | -27.8% | +0.1% |
| 3Y | +379.7% | +180.2% | +199.5% | +183.3% |
| 5Y | +660.3% | +156.8% | +503.6% | +338.4% |
| All | +1,934.0% | +1,017.5% | +916.5% | +687.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 10y: compounded portfolio wealth divided by compounded MPWR 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…
10y analysis · Full analysis span regression · 6 months rolling