+1,429.4%
MCHP vs VTI
+946.7%
+482.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.1% |
| 7D | -2.1% | -2.0% | -0.1% | +0.6% |
| 30D | -11.1% | -1.9% | -9.2% | -8.7% |
| 3M | -18.1% | +4.5% | -22.6% | -22.0% |
| 6M | +10.8% | +12.6% | -1.8% | -3.8% |
| YTD | +14.2% | +12.0% | +2.3% | -0.1% |
| 1Y | +13.5% | +17.3% | -3.9% | -6.3% |
| 3Y | -2.0% | +75.3% | -77.3% | -49.1% |
| 5Y | +1.4% | +74.0% | -72.6% | -44.5% |
| 10Y | +195.5% | +300.0% | -104.5% | -35.2% |
| All | +1,429.4% | +946.7% | +482.7% | +19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling