+846.9%
MCHP vs VGT
+2,276.4%
-1,429.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +0.3% | +1.5% | -1.1% | -1.3% |
| 30D | -9.8% | +0.5% | -10.3% | -10.4% |
| 3M | -19.7% | +5.3% | -25.0% | -23.2% |
| 6M | +13.6% | +32.4% | -18.9% | -16.4% |
| YTD | +16.5% | +28.6% | -12.1% | -11.9% |
| 1Y | +15.7% | +37.6% | -21.9% | -19.0% |
| 3Y | 0.0% | +125.5% | -125.5% | -58.6% |
| 5Y | +4.4% | +135.2% | -130.8% | -57.9% |
| 10Y | +201.4% | +812.9% | -611.5% | -69.1% |
| All | +846.9% | +2,276.4% | -1,429.5% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling