+890.2%
VZ vs MCHP
+41,329.5%
-40,439.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.0% |
| 7D | +0.1% | +1.7% | -1.6% | -0.1% |
| 30D | +7.9% | -4.1% | +12.0% | +8.1% |
| 3M | +13.6% | -22.5% | +36.2% | +15.6% |
| 6M | +1.1% | +7.3% | -6.2% | -0.5% |
| YTD | +29.3% | +18.4% | +10.9% | +25.8% |
| 1Y | +21.2% | +18.1% | +3.1% | +17.7% |
| 3Y | +75.9% | -2.8% | +78.7% | +70.1% |
| 5Y | +24.1% | +5.5% | +18.6% | +17.1% |
| 10Y | +62.4% | +185.8% | -123.4% | +33.9% |
| All | +890.2% | +41,329.5% | -40,439.3% | +575.0% |
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