+818.4%
VOO vs MCHP
+652.1%
+166.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -0.4% | +0.3% | -0.7% | -0.5% |
| 30D | -1.4% | -9.8% | +8.4% | +1.7% |
| 3M | +3.7% | -19.7% | +23.4% | +9.6% |
| 6M | +13.0% | +13.6% | -0.5% | +5.7% |
| YTD | +12.4% | +16.5% | -4.1% | +3.5% |
| 1Y | +18.6% | +15.7% | +2.9% | +8.4% |
| 3Y | +78.1% | 0.0% | +78.1% | +59.8% |
| 5Y | +82.3% | +4.4% | +77.9% | +54.6% |
| 10Y | +322.5% | +201.4% | +121.1% | +114.0% |
| All | +818.4% | +652.1% | +166.4% | +201.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling