-16.8%
MCD vs VEA
+26.2%
-43.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.9% |
| 7D | -2.9% | +0.3% | -3.2% | -2.9% |
| 30D | -6.7% | +0.4% | -7.2% | -6.8% |
| 3M | -9.6% | +4.8% | -14.4% | -9.9% |
| 6M | -22.3% | +11.3% | -33.6% | -23.7% |
| YTD | -15.4% | +17.4% | -32.8% | -17.8% |
| 1Y | -16.8% | +26.2% | -43.0% | -20.2% |
| All | -16.8% | +26.2% | -43.0% | -20.2% |
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