+905.2%
VRT vs MPWR
+153.3%
+752.0%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.8% | +3.5% | +3.8% |
| 7D | +9.1% | -2.6% | +11.7% | +10.9% |
| 30D | +0.9% | -9.0% | +10.0% | +7.2% |
| 3M | -13.4% | -25.8% | +12.5% | +4.0% |
| 6M | +11.7% | +11.8% | -0.1% | +2.7% |
| YTD | +73.2% | +35.5% | +37.7% | +41.6% |
| 1Y | +123.4% | +45.3% | +78.1% | +74.8% |
| 3Y | +606.2% | +138.5% | +467.7% | +283.0% |
| All | +905.2% | +153.3% | +752.0% | +359.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling