+16.5%
MCHP vs VCIT
-0.8%
+17.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -17.5% | -0.5% | -17.0% | -16.5% |
| 30D | -15.8% | +1.5% | -17.3% | -19.4% |
| 3M | -22.9% | -1.0% | -21.9% | -20.2% |
| 6M | -36.6% | -1.7% | -34.9% | -32.7% |
| YTD | -0.8% | -1.4% | +0.5% | +3.3% |
| 1Y | +16.5% | -0.9% | +17.5% | +19.1% |
| All | +16.5% | -0.8% | +17.3% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling