+8.6%
MCHP vs VG
-51.4%
+59.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.0% | +0.1% | -10.1% | -10.0% |
| 7D | -24.6% | -22.0% | -2.5% | -22.6% |
| 30D | -25.2% | -11.6% | -13.6% | -24.3% |
| 3M | -21.1% | -14.9% | -6.2% | -20.1% |
| 6M | -42.7% | -3.5% | -39.1% | -43.7% |
| YTD | -6.9% | +70.0% | -76.8% | -22.0% |
| 1Y | +0.9% | +50.0% | -49.1% | -13.8% |
| All | +8.6% | -51.4% | +59.9% | -7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling