+15.5%
MCHP vs VUG
+3.5%
+12.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.7% |
| 7D | +5.7% | +2.5% | +3.2% | +2.1% |
| 30D | -13.4% | -6.3% | -7.2% | -4.5% |
| 3M | -20.1% | -6.0% | -14.1% | -12.1% |
| 6M | -35.5% | -3.5% | -32.0% | -31.0% |
| YTD | -1.6% | +3.9% | -5.5% | -2.3% |
| 1Y | +15.5% | +5.1% | +10.4% | +13.2% |
| All | +15.5% | +3.5% | +12.0% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling