+40.2%
MCHI price history and return analytics
+351.0%
-310.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -2.2% | -0.1% | -2.1% | -2.1% |
| 30D | -6.3% | -0.7% | -5.6% | -5.7% |
| 3M | -1.1% | +4.0% | -5.1% | -5.1% |
| 6M | -6.9% | +12.3% | -19.2% | -17.4% |
| YTD | -10.6% | +14.0% | -24.6% | -21.8% |
| 1Y | -13.7% | +20.3% | -34.0% | -28.4% |
| 3Y | +31.2% | +75.4% | -44.3% | -25.9% |
| 5Y | -17.2% | +66.0% | -83.2% | -50.4% |
| 10Y | +33.3% | +228.2% | -194.9% | -60.3% |
| All | +40.2% | +351.0% | -310.8% | -68.8% |
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