+73.3%
VZ vs MCHP
+135.5%
-62.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +0.9% | -4.3% | +5.2% | +1.1% |
| 30D | +6.9% | -16.3% | +23.2% | +7.8% |
| 3M | +0.6% | -21.4% | +22.0% | +1.7% |
| 6M | +0.3% | -35.8% | +36.1% | +2.3% |
| YTD | +21.9% | -0.9% | +22.8% | +20.1% |
| 1Y | +21.7% | +14.5% | +7.2% | +18.5% |
| 3Y | +58.5% | -13.7% | +72.2% | +54.8% |
| 5Y | +22.4% | -16.9% | +39.4% | +18.0% |
| All | +73.3% | +135.5% | -62.2% | +44.6% |
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