+828.7%
VZ vs MCHP
+33,598.8%
-32,770.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.7% |
| 7D | +2.4% | -22.6% | +24.9% | +4.5% |
| 30D | +11.2% | -20.1% | +31.3% | +13.1% |
| 3M | 0.0% | -25.4% | +25.4% | +2.2% |
| 6M | +1.3% | -38.4% | +39.7% | +4.7% |
| YTD | +21.3% | -3.7% | +25.0% | +19.8% |
| 1Y | +23.9% | +11.7% | +12.2% | +20.6% |
| 3Y | +57.7% | -16.1% | +73.8% | +54.0% |
| 5Y | +21.2% | -16.9% | +38.1% | +16.6% |
| 10Y | +70.6% | +133.4% | -62.9% | +42.7% |
| All | +828.7% | +33,598.8% | -32,770.1% | +542.5% |
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 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