+472.7%
MCD vs VOO
+777.9%
-305.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | +7.1% | -2.7% | +9.8% | +8.8% |
| 30D | +19.8% | -5.4% | +25.1% | +23.6% |
| 3M | +0.8% | -4.1% | +4.9% | +3.1% |
| 6M | -1.3% | +0.7% | -2.1% | -2.3% |
| YTD | -7.8% | +8.7% | -16.5% | -13.0% |
| 1Y | -5.0% | +11.0% | -15.9% | -11.5% |
| 3Y | +10.5% | +75.5% | -64.9% | -24.6% |
| 5Y | +22.0% | +68.4% | -46.4% | -15.6% |
| 10Y | +216.7% | +315.7% | -99.0% | +20.1% |
| All | +472.7% | +777.9% | -305.1% | +45.8% |
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