+317.6%
VOO vs MCHP
+207.0%
+110.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.8% | -0.2% |
| 7D | -0.8% | 0.0% | -0.8% | -0.8% |
| 30D | -1.1% | -6.0% | +5.0% | +0.6% |
| 3M | +3.9% | -19.7% | +23.6% | +9.5% |
| 6M | +13.6% | +14.0% | -0.4% | +6.6% |
| YTD | +12.7% | +18.4% | -5.7% | +3.7% |
| 1Y | +17.6% | +17.1% | +0.5% | +7.7% |
| 3Y | +77.3% | +0.7% | +76.6% | +60.0% |
| 5Y | +84.1% | +5.1% | +79.0% | +57.3% |
| All | +317.6% | +207.0% | +110.5% | +132.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 10y: compounded portfolio wealth divided by compounded MCHP 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…
10y analysis · Full analysis span regression · 6 months rolling