+3.0%
MCHP vs VGT
+136.3%
-133.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +2.2% |
| 7D | 0.0% | -0.2% | +0.2% | +0.3% |
| 30D | -6.0% | -0.4% | -5.6% | -5.6% |
| 3M | -19.7% | +4.4% | -24.1% | -22.8% |
| 6M | +14.0% | +32.1% | -18.0% | -18.0% |
| YTD | +18.4% | +28.8% | -10.4% | -12.7% |
| 1Y | +17.1% | +35.3% | -18.2% | -18.9% |
| 3Y | +0.7% | +124.8% | -124.0% | -62.0% |
| All | +3.0% | +136.3% | -133.3% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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