-17.0%
MCHI vs VT
+66.2%
-83.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | -0.8% | +1.0% | -1.9% | -1.8% |
| 30D | -4.6% | -0.2% | -4.4% | -4.5% |
| 3M | +0.7% | +4.5% | -3.8% | -3.8% |
| 6M | -4.3% | +14.1% | -18.3% | -16.2% |
| YTD | -9.6% | +14.8% | -24.4% | -21.3% |
| 1Y | -11.8% | +21.2% | -33.0% | -27.2% |
| 3Y | +32.7% | +76.6% | -43.9% | -25.6% |
| 5Y | -17.0% | +66.6% | -83.6% | -51.0% |
| All | -17.0% | +66.2% | -83.2% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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