-3.9%
MCD vs VEA
+20.4%
-24.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.1% | +4.4% | +6.3% |
| 7D | +11.9% | +0.7% | +11.2% | +11.7% |
| 30D | +20.2% | -0.4% | +20.7% | +20.2% |
| 3M | +5.2% | -1.7% | +6.9% | +5.2% |
| 6M | 0.0% | +5.1% | -5.1% | -1.3% |
| YTD | -6.5% | +14.4% | -21.0% | -10.1% |
| 1Y | -3.9% | +20.5% | -24.5% | -10.5% |
| All | -3.9% | +20.4% | -24.4% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling