+3.0%
MCHP vs VEU
+55.0%
-52.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.6% | +1.9% |
| 7D | 0.0% | -1.4% | +1.5% | +2.6% |
| 30D | -6.0% | -0.4% | -5.6% | -5.3% |
| 3M | -19.7% | +2.5% | -22.2% | -21.9% |
| 6M | +14.0% | +11.1% | +2.9% | -3.3% |
| YTD | +18.4% | +16.5% | +1.9% | -8.1% |
| 1Y | +17.1% | +22.9% | -5.8% | -16.8% |
| 3Y | +0.7% | +73.4% | -72.7% | -58.4% |
| All | +3.0% | +55.0% | -52.0% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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