+10.8%
MCHP vs VTV
+12.2%
-1.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -0.1% |
| 7D | -2.1% | -2.1% | 0.0% | +3.6% |
| 30D | -11.1% | -1.3% | -9.8% | -8.0% |
| 3M | -18.1% | +5.6% | -23.7% | -29.8% |
| 6M | +10.8% | +12.4% | -1.6% | -17.7% |
| All | +10.8% | +12.2% | -1.5% | -17.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling