+14.5%
MCHP vs VG
+71.2%
-56.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | +0.1% |
| 7D | -4.3% | +15.1% | -19.4% | -3.7% |
| 30D | -16.3% | -4.2% | -12.1% | -16.5% |
| 3M | -21.4% | -3.1% | -18.3% | -21.4% |
| 6M | -35.8% | +0.3% | -36.1% | -35.1% |
| YTD | -0.9% | +95.5% | -96.4% | -5.9% |
| 1Y | +14.5% | +64.4% | -49.9% | +14.3% |
| All | +14.5% | +71.2% | -56.7% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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