+42,391.0%
MCHP vs VTRS
+182.6%
+42,208.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.9% | +3.4% |
| 7D | 0.0% | -2.2% | +2.2% | +0.7% |
| 30D | -6.0% | +3.3% | -9.3% | -6.9% |
| 3M | -19.7% | +2.0% | -21.7% | -20.5% |
| 6M | +14.0% | +19.9% | -5.9% | +7.9% |
| YTD | +18.4% | +35.7% | -17.3% | +8.0% |
| 1Y | +17.1% | +68.1% | -51.0% | +0.5% |
| 3Y | +0.7% | +87.1% | -86.4% | -16.8% |
| 5Y | +5.1% | +47.6% | -42.5% | -9.4% |
| 10Y | +206.3% | -48.2% | +254.5% | +222.6% |
| All | +42,391.0% | +182.6% | +42,208.5% | +22,324.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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