+41,921.5%
MCHP vs VLO
+24,277.1%
+17,644.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.3% | -2.0% |
| 7D | +2.8% | +5.8% | -3.0% | +1.1% |
| 30D | -12.8% | +28.3% | -41.2% | -19.0% |
| 3M | -19.2% | +48.7% | -67.9% | -28.3% |
| 6M | +14.5% | +71.9% | -57.4% | -3.4% |
| YTD | +17.1% | +138.7% | -121.5% | -10.6% |
| 1Y | +15.3% | +148.5% | -133.1% | -13.3% |
| 3Y | +0.5% | +192.7% | -192.2% | -28.3% |
| 5Y | +6.1% | +601.6% | -595.5% | -42.5% |
| 10Y | +192.2% | +900.2% | -707.9% | +36.6% |
| All | +41,921.5% | +24,277.1% | +17,644.4% | +8,312.6% |
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