+181.3%
MCD vs VEA
+160.2%
+21.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.4% |
| 7D | -2.9% | +0.3% | -3.2% | -3.1% |
| 30D | -6.7% | +0.4% | -7.2% | -7.0% |
| 3M | -9.6% | +4.8% | -14.4% | -12.4% |
| 6M | -22.3% | +11.3% | -33.6% | -27.9% |
| YTD | -15.4% | +17.4% | -32.8% | -24.3% |
| 1Y | -16.8% | +26.2% | -43.0% | -29.0% |
| 3Y | -2.4% | +77.7% | -80.1% | -34.4% |
| 5Y | +19.4% | +60.9% | -41.6% | -14.3% |
| 10Y | +181.3% | +163.6% | +17.7% | +40.8% |
| All | +181.3% | +160.2% | +21.1% | +40.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling