+816.3%
VZ vs MCHP
+32,492.8%
-31,676.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -10.0% | +9.1% | -0.1% |
| 7D | +2.1% | -24.6% | +26.7% | +4.5% |
| 30D | +1.4% | -25.2% | +26.6% | +3.7% |
| 3M | -1.3% | -21.1% | +19.8% | +0.3% |
| 6M | -0.5% | -42.7% | +42.2% | +3.5% |
| YTD | +19.6% | -6.9% | +26.5% | +18.5% |
| 1Y | +22.4% | +0.9% | +21.5% | +20.1% |
| 3Y | +55.9% | -16.2% | +72.1% | +52.2% |
| 5Y | +20.4% | -24.1% | +44.5% | +16.8% |
| 10Y | +66.9% | +134.1% | -67.2% | +39.6% |
| All | +816.3% | +32,492.8% | -31,676.5% | +535.9% |
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 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