+56.2%
MCHB price history and return analytics
+358.0%
-301.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | -2.2% | +2.4% | -4.5% | -4.4% |
| 30D | +1.4% | -1.5% | +2.9% | +2.7% |
| 3M | -14.6% | -4.1% | -10.4% | -11.3% |
| 6M | +7.6% | +0.6% | +7.1% | +6.0% |
| YTD | +7.8% | +11.0% | -3.2% | -4.0% |
| 1Y | +21.4% | +13.3% | +8.1% | +6.0% |
| 3Y | +198.9% | +73.4% | +125.5% | +72.4% |
| 5Y | -66.2% | +57.4% | -123.7% | -78.4% |
| 10Y | -33.2% | +221.7% | -254.9% | -76.1% |
| All | +56.2% | +358.0% | -301.8% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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