+542.8%
VRT vs MPWR
+117.3%
+425.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -10.3% | -3.7% | -7.3% |
| 7D | -28.1% | -5.6% | -22.5% | -24.9% |
| 30D | -30.2% | -23.2% | -7.0% | -16.7% |
| 3M | -36.4% | -15.8% | -20.6% | -28.7% |
| 6M | -48.2% | -28.5% | -19.6% | -36.3% |
| YTD | +9.2% | +25.5% | -16.3% | -5.9% |
| 1Y | -7.2% | +13.9% | -21.1% | -14.7% |
| 3Y | +338.7% | +134.6% | +204.1% | +142.3% |
| 5Y | +542.8% | +114.8% | +428.0% | +225.0% |
| All | +542.8% | +117.3% | +425.5% | +225.0% |
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