+3.0%
MCHP vs VTEB
+1.2%
+1.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.2% |
| 7D | 0.0% | -0.9% | +1.0% | +1.4% |
| 30D | -6.0% | -2.5% | -3.5% | -2.6% |
| 3M | -19.7% | -3.0% | -16.7% | -16.2% |
| 6M | +14.0% | -2.1% | +16.2% | +17.8% |
| YTD | +18.4% | -1.5% | +19.9% | +21.5% |
| 1Y | +17.1% | +0.2% | +16.9% | +17.9% |
| 3Y | +0.7% | +8.6% | -7.8% | -11.9% |
| All | +3.0% | +1.2% | +1.8% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling