+1.4%
MCHP vs VOO
+80.3%
-78.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.9% |
| 7D | -2.1% | -2.0% | -0.1% | +1.6% |
| 30D | -11.1% | -1.7% | -9.5% | -8.4% |
| 3M | -18.1% | +4.7% | -22.8% | -23.7% |
| 6M | +10.8% | +12.6% | -1.8% | -8.8% |
| YTD | +14.2% | +11.8% | +2.5% | -4.8% |
| 1Y | +13.5% | +17.5% | -4.1% | -13.2% |
| 3Y | -2.0% | +77.0% | -79.0% | -60.5% |
| 5Y | +1.4% | +82.6% | -81.2% | -58.3% |
| All | +1.4% | +80.3% | -78.9% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling