+42,373.9%
MCHP vs VLO
+23,504.8%
+18,869.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.7% | +5.2% | -3.5% | +0.3% |
| 30D | -4.1% | +22.6% | -26.7% | -9.7% |
| 3M | -22.5% | +43.8% | -66.3% | -30.6% |
| 6M | +7.3% | +65.7% | -58.5% | -8.6% |
| YTD | +18.4% | +131.1% | -112.7% | -8.8% |
| 1Y | +18.1% | +143.6% | -125.5% | -10.7% |
| 3Y | -2.8% | +201.4% | -204.2% | -31.2% |
| 5Y | +5.5% | +568.9% | -563.4% | -42.0% |
| 10Y | +185.8% | +891.8% | -706.0% | +34.0% |
| All | +42,373.9% | +23,504.8% | +18,869.1% | +8,482.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling