+211.3%
MCD vs VEU
+147.4%
+63.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.0% | +0.2% |
| 7D | +5.9% | +0.8% | +5.2% | +5.5% |
| 30D | +19.6% | -1.6% | +21.3% | +20.7% |
| 3M | +3.3% | -4.2% | +7.4% | +5.6% |
| 6M | +3.5% | -1.5% | +5.0% | +3.6% |
| YTD | -6.1% | +11.7% | -17.8% | -13.4% |
| 1Y | -3.7% | +15.6% | -19.3% | -13.0% |
| 3Y | +13.4% | +71.7% | -58.4% | -21.7% |
| 5Y | +25.2% | +49.5% | -24.3% | -5.3% |
| 10Y | +211.3% | +145.6% | +65.6% | +75.6% |
| All | +211.3% | +147.4% | +63.8% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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