+15.7%
MCHP vs VST
-20.1%
+35.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +0.3% | +5.3% | -5.0% | -1.0% |
| 30D | -9.8% | +5.8% | -15.5% | -11.1% |
| 3M | -19.7% | +3.5% | -23.2% | -20.3% |
| 6M | +13.6% | -7.4% | +21.0% | +14.4% |
| YTD | +16.5% | -6.1% | +22.6% | +16.7% |
| 1Y | +15.7% | -21.6% | +37.3% | +21.6% |
| All | +15.7% | -20.1% | +35.7% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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