-8.1%
MCD vs VSH
+103.4%
-111.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +8.8% | -11.4% | -2.0% |
| 7D | -1.9% | +12.8% | -14.7% | -0.9% |
| 30D | +16.6% | -9.0% | +25.6% | +16.2% |
| 3M | +0.9% | -12.2% | +13.1% | +0.5% |
| 6M | +1.5% | -15.9% | +17.4% | -1.3% |
| YTD | -8.3% | +103.2% | -111.6% | -13.3% |
| 1Y | -8.1% | +108.4% | -116.6% | -13.9% |
| All | -8.1% | +103.4% | -111.6% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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