+36.4%
MCHI vs VT
+329.1%
-292.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | +5.7% | -2.3% | +8.1% | +8.0% |
| 30D | +0.5% | -5.0% | +5.4% | +5.5% |
| 3M | -7.2% | -4.9% | -2.3% | -2.7% |
| 6M | -11.0% | -1.5% | -9.5% | -10.1% |
| YTD | -13.0% | +8.5% | -21.5% | -20.3% |
| 1Y | -17.3% | +11.4% | -28.7% | -26.2% |
| 3Y | +28.7% | +70.1% | -41.4% | -25.2% |
| 5Y | -14.1% | +53.7% | -67.8% | -44.6% |
| 10Y | +35.9% | +220.0% | -184.1% | -58.7% |
| All | +36.4% | +329.1% | -292.7% | -68.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling