+17.1%
MCHP vs VLO
+152.2%
-135.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.7% |
| 7D | 0.0% | +5.3% | -5.3% | +0.4% |
| 30D | -6.0% | +18.2% | -24.3% | -5.1% |
| 3M | -19.7% | +53.3% | -73.0% | -18.0% |
| 6M | +14.0% | +70.4% | -56.4% | +15.8% |
| YTD | +18.4% | +143.4% | -125.0% | +14.8% |
| 1Y | +17.1% | +153.0% | -135.9% | +12.1% |
| All | +17.1% | +152.2% | -135.1% | +12.1% |
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