+0.7%
MCHP vs VNQ
+30.7%
-30.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +2.9% | +3.0% |
| 7D | 0.0% | -1.3% | +1.3% | +1.3% |
| 30D | -6.0% | -2.6% | -3.5% | -3.7% |
| 3M | -19.7% | -2.0% | -17.7% | -19.1% |
| 6M | +14.0% | +4.3% | +9.7% | +6.9% |
| YTD | +18.4% | +9.2% | +9.2% | +5.2% |
| 1Y | +17.1% | +5.6% | +11.5% | +7.9% |
| 3Y | +0.7% | +30.8% | -30.1% | -27.2% |
| All | +0.7% | +30.7% | -30.0% | -27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling