+3.0%
MCHP vs VIG
+63.0%
-60.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +2.9% | +2.2% |
| 7D | 0.0% | -1.1% | +1.1% | +2.3% |
| 30D | -6.0% | -2.7% | -3.3% | -0.7% |
| 3M | -19.7% | +2.5% | -22.2% | -23.6% |
| 6M | +14.0% | +9.2% | +4.8% | -3.5% |
| YTD | +18.4% | +9.8% | +8.6% | -0.8% |
| 1Y | +17.1% | +12.4% | +4.7% | -5.8% |
| 3Y | +0.7% | +55.9% | -55.2% | -53.3% |
| All | +3.0% | +63.0% | -60.0% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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