+29.9%
MCHP vs VLO
+120.8%
-90.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.8% | +2.5% | -4.0% |
| 7D | -5.4% | -6.0% | +0.6% | -6.0% |
| 30D | -7.5% | -12.9% | +5.3% | -9.1% |
| 3M | -6.0% | +18.3% | -24.4% | -4.3% |
| 6M | -20.1% | +46.4% | -66.5% | -17.0% |
| YTD | +20.2% | +127.7% | -107.5% | +23.7% |
| 1Y | +29.9% | +120.6% | -90.7% | +33.5% |
| All | +29.9% | +120.8% | -90.8% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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