+213.3%
MCD vs VEA
+156.1%
+57.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.7% |
| 7D | +7.3% | 0.0% | +7.3% | +7.3% |
| 30D | +20.0% | -1.4% | +21.4% | +20.9% |
| 3M | +3.8% | -4.1% | +7.9% | +6.2% |
| 6M | +3.8% | -1.3% | +5.1% | +3.8% |
| YTD | -5.9% | +12.1% | -17.9% | -13.5% |
| 1Y | -3.2% | +16.1% | -19.3% | -13.1% |
| 3Y | +13.3% | +73.0% | -59.7% | -22.9% |
| 5Y | +25.2% | +55.1% | -29.9% | -8.4% |
| 10Y | +213.3% | +156.9% | +56.4% | +67.4% |
| All | +213.3% | +156.1% | +57.3% | +67.4% |
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