+199.5%
MCHP vs VO
+200.3%
-0.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +2.4% |
| 7D | 0.0% | -1.5% | +1.6% | +2.5% |
| 30D | -6.0% | -3.0% | -3.0% | -1.3% |
| 3M | -19.7% | +2.8% | -22.5% | -22.5% |
| 6M | +14.0% | +10.9% | +3.1% | -1.3% |
| YTD | +18.4% | +12.5% | +6.0% | +0.4% |
| 1Y | +17.1% | +12.0% | +5.1% | +0.4% |
| 3Y | +0.7% | +56.3% | -55.6% | -44.7% |
| 5Y | +5.1% | +42.9% | -37.8% | -32.2% |
| All | +199.5% | +200.3% | -0.8% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling