+18.1%
MCHP vs VNQ
+9.6%
+8.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.7% | +2.1% | +1.6% |
| 7D | +1.7% | -1.3% | +3.0% | +2.0% |
| 30D | -4.1% | -2.9% | -1.1% | -3.3% |
| 3M | -22.5% | +0.8% | -23.3% | -24.1% |
| 6M | +7.3% | +2.5% | +4.8% | +2.6% |
| YTD | +18.4% | +10.6% | +7.7% | +7.8% |
| 1Y | +18.1% | +9.1% | +9.1% | +6.4% |
| All | +18.1% | +9.6% | +8.6% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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