+39.2%
MCHI vs VOO
+658.0%
-618.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.4% |
| 7D | -3.6% | -0.8% | -2.8% | -2.9% |
| 30D | -3.8% | -1.1% | -2.8% | -3.0% |
| 3M | -1.9% | +3.9% | -5.8% | -5.2% |
| 6M | -8.6% | +13.6% | -22.2% | -18.3% |
| YTD | -11.3% | +12.7% | -24.0% | -20.1% |
| 1Y | -16.0% | +17.6% | -33.5% | -27.0% |
| 3Y | +28.1% | +77.3% | -49.2% | -23.6% |
| 5Y | -17.5% | +84.1% | -101.6% | -52.9% |
| 10Y | +32.4% | +323.5% | -291.2% | -67.8% |
| All | +39.2% | +658.0% | -618.7% | -80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling