+34.4%
MCHP vs VT
+13.3%
+21.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.3% | +2.3% |
| 7D | -2.8% | -1.6% | -1.2% | +0.6% |
| 30D | -4.2% | -2.5% | -1.7% | +1.3% |
| 3M | +4.2% | -1.3% | +5.5% | +8.0% |
| 6M | -16.2% | +3.1% | -19.3% | -17.3% |
| YTD | +24.3% | +10.9% | +13.4% | +8.1% |
| All | +34.4% | +13.3% | +21.1% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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