+1,740.6%
VRT vs MPWR
+856.7%
+883.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.2% | -1.7% | +0.7% |
| 7D | -21.4% | -1.7% | -19.6% | -20.1% |
| 30D | -25.8% | -16.5% | -9.3% | -17.8% |
| 3M | -33.5% | -12.3% | -21.3% | -28.4% |
| 6M | -49.0% | -27.7% | -21.3% | -39.7% |
| YTD | +12.9% | +32.0% | -19.1% | -1.5% |
| 1Y | 0.0% | +25.1% | -25.1% | -10.0% |
| 3Y | +361.8% | +146.5% | +215.3% | +194.0% |
| 5Y | +565.1% | +126.0% | +439.1% | +314.8% |
| All | +1,740.6% | +856.7% | +883.9% | +676.8% |
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