+41,921.4%
MCHP vs VSH
+726.5%
+41,195.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | 0.0% | -0.6% |
| 7D | +2.8% | +6.2% | -3.5% | -0.3% |
| 30D | -12.8% | -11.1% | -1.7% | -8.0% |
| 3M | -19.2% | -44.9% | +25.7% | +5.7% |
| 6M | +14.5% | +90.0% | -75.4% | -20.2% |
| YTD | +17.1% | +118.8% | -101.7% | -24.3% |
| 1Y | +15.3% | +109.0% | -93.7% | -23.8% |
| 3Y | +0.5% | +35.6% | -35.2% | -18.9% |
| 5Y | +6.1% | +66.7% | -60.6% | -21.1% |
| 10Y | +192.2% | +167.9% | +24.3% | +77.4% |
| All | +41,921.4% | +726.5% | +41,195.0% | +13,689.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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