+199.5%
MCHP vs VTI
+305.0%
-105.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +2.3% |
| 7D | 0.0% | -0.9% | +0.9% | +1.6% |
| 30D | -6.0% | -1.4% | -4.6% | -3.7% |
| 3M | -19.7% | +3.6% | -23.3% | -23.3% |
| 6M | +14.0% | +13.6% | +0.4% | -5.7% |
| YTD | +18.4% | +12.9% | +5.5% | -1.1% |
| 1Y | +17.1% | +17.2% | -0.1% | -7.5% |
| 3Y | +0.7% | +75.7% | -75.0% | -55.5% |
| 5Y | +5.1% | +75.4% | -70.3% | -51.6% |
| All | +199.5% | +305.0% | -105.6% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling