+3.0%
MCHP vs VTV
+80.6%
-77.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +2.9% | +2.2% |
| 7D | 0.0% | -1.1% | +1.1% | +2.3% |
| 30D | -6.0% | -1.0% | -5.0% | -4.1% |
| 3M | -19.7% | +4.6% | -24.3% | -26.3% |
| 6M | +14.0% | +13.5% | +0.5% | -9.6% |
| YTD | +18.4% | +18.5% | -0.1% | -13.4% |
| 1Y | +17.1% | +22.9% | -5.8% | -19.8% |
| 3Y | +0.7% | +67.8% | -67.1% | -58.2% |
| All | +3.0% | +80.6% | -77.6% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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