+56.0%
VZ vs MCHP
-16.9%
+72.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -10.0% | +9.1% | -1.1% |
| 7D | +2.1% | -24.6% | +26.7% | +1.6% |
| 30D | +1.4% | -25.2% | +26.6% | +0.8% |
| 3M | -1.3% | -21.1% | +19.8% | -1.7% |
| 6M | -0.5% | -42.7% | +42.2% | -1.1% |
| YTD | +19.6% | -6.9% | +26.5% | +18.4% |
| 1Y | +22.4% | +0.9% | +21.5% | +20.9% |
| All | +56.0% | -16.9% | +72.9% | +52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling