+366.1%
VRT vs MPWR
+182.2%
+183.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -1.6% |
| 7D | -17.7% | +2.2% | -19.9% | -18.6% |
| 30D | -20.0% | -2.1% | -17.9% | -18.8% |
| 3M | -28.1% | -1.6% | -26.5% | -27.5% |
| 6M | -42.8% | -14.9% | -27.9% | -37.5% |
| YTD | +20.0% | +50.5% | -30.6% | -9.8% |
| 1Y | +3.5% | +40.0% | -36.5% | -18.1% |
| 3Y | +366.1% | +175.0% | +191.2% | +125.5% |
| All | +366.1% | +182.2% | +183.9% | +125.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling