+6.0%
MCHP vs VCIT
+4.1%
+2.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.5% |
| 7D | +1.7% | -0.3% | +2.0% | +2.3% |
| 30D | -4.1% | -0.8% | -3.3% | -2.9% |
| 3M | -22.5% | -1.0% | -21.5% | -21.1% |
| 6M | +7.3% | -1.8% | +9.1% | +10.7% |
| YTD | +18.4% | -0.7% | +19.1% | +20.1% |
| 1Y | +18.1% | +1.0% | +17.2% | +17.0% |
| 3Y | -2.8% | +18.8% | -21.6% | -23.4% |
| All | +6.0% | +4.1% | +2.0% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling