+601.4%
MCHP vs VEU
+188.7%
+412.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.3% |
| 7D | +0.3% | +0.3% | 0.0% | 0.0% |
| 30D | -9.8% | +0.7% | -10.4% | -10.4% |
| 3M | -19.7% | +4.7% | -24.4% | -22.4% |
| 6M | +13.6% | +11.6% | +1.9% | +3.0% |
| YTD | +16.5% | +16.8% | -0.3% | +0.9% |
| 1Y | +15.7% | +24.9% | -9.2% | -5.9% |
| 3Y | 0.0% | +75.7% | -75.8% | -39.6% |
| 5Y | +4.4% | +56.1% | -51.7% | -27.3% |
| 10Y | +201.4% | +153.6% | +47.8% | +51.5% |
| All | +601.4% | +188.7% | +412.7% | +213.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling