+1,728.4%
MCD vs VTI
+952.2%
+776.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -3.9% | -3.4% |
| 7D | -1.9% | -0.7% | -1.2% | -1.6% |
| 30D | +16.6% | -1.9% | +18.5% | +17.8% |
| 3M | +0.9% | -1.4% | +2.4% | +1.6% |
| 6M | +1.5% | +3.5% | -2.0% | -1.0% |
| YTD | -8.3% | +12.6% | -20.9% | -15.2% |
| 1Y | -8.1% | +12.7% | -20.9% | -15.2% |
| 3Y | +10.3% | +78.8% | -68.5% | -24.5% |
| 5Y | +23.4% | +67.2% | -43.8% | -13.4% |
| 10Y | +205.9% | +293.9% | -87.9% | +25.1% |
| All | +1,728.4% | +952.2% | +776.2% | +271.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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