-3.2%
MCD vs VEA
+16.5%
-19.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.3% |
| 7D | +7.3% | 0.0% | +7.3% | +7.3% |
| 30D | +20.0% | -1.4% | +21.4% | +20.0% |
| 3M | +3.8% | -4.1% | +7.9% | +4.0% |
| 6M | +3.8% | -1.3% | +5.1% | +3.6% |
| YTD | -5.9% | +12.1% | -17.9% | -8.7% |
| 1Y | -3.2% | +16.1% | -19.3% | -7.8% |
| All | -3.2% | +16.5% | -19.8% | -7.8% |
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 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