+429.6%
MCD vs VOO
+817.1%
-387.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | -6.0% | +0.1% | -6.1% | -6.1% |
| 3M | -5.6% | +2.0% | -7.6% | -7.0% |
| 6M | -21.9% | +13.0% | -34.9% | -27.8% |
| YTD | -14.7% | +13.6% | -28.3% | -21.5% |
| 1Y | -17.3% | +20.1% | -37.3% | -26.6% |
| 3Y | -2.2% | +77.6% | -79.7% | -33.6% |
| 5Y | +20.3% | +82.4% | -62.2% | -20.9% |
| 10Y | +180.7% | +316.8% | -136.1% | +6.3% |
| All | +429.6% | +817.1% | -387.5% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling