+9.5%
MCHP vs VTEB
+0.7%
+8.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | +0.4% | -14.3% | -14.5% |
| 7D | -20.1% | +1.2% | -21.3% | -22.0% |
| 30D | -20.2% | +4.2% | -24.3% | -27.3% |
| 3M | -16.1% | -0.5% | -15.6% | -8.8% |
| 6M | -33.4% | -0.6% | -32.9% | -27.0% |
| YTD | +3.5% | +0.3% | +3.2% | +14.2% |
| 1Y | +9.5% | +0.8% | +8.6% | +22.4% |
| All | +9.5% | +0.7% | +8.8% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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