+64.6%
VTI vs MPWR
+155.3%
-90.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | +0.4% |
| 7D | +2.5% | +16.8% | -14.3% | -1.1% |
| 30D | -1.5% | +11.9% | -13.4% | -4.5% |
| 3M | -3.2% | +2.2% | -5.4% | -4.7% |
| 6M | +2.3% | -15.5% | +17.8% | +3.8% |
| YTD | +11.6% | +54.2% | -42.6% | -2.4% |
| 1Y | +13.8% | +51.5% | -37.7% | -0.2% |
| 3Y | +77.4% | +180.2% | -102.8% | +24.3% |
| All | +64.6% | +155.3% | -90.7% | +8.1% |
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