+211.3%
MCD vs VUG
+405.9%
-194.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.0% | +0.6% |
| 7D | +5.9% | +0.5% | +5.4% | +5.7% |
| 30D | +19.6% | -8.2% | +27.8% | +23.7% |
| 3M | +3.3% | -5.4% | +8.7% | +5.3% |
| 6M | +3.5% | -2.5% | +6.0% | +3.8% |
| YTD | -6.1% | +4.2% | -10.3% | -8.8% |
| 1Y | -3.7% | +5.0% | -8.7% | -6.9% |
| 3Y | +13.4% | +81.7% | -68.4% | -18.6% |
| 5Y | +25.2% | +62.5% | -37.4% | -5.3% |
| 10Y | +211.3% | +396.3% | -185.1% | +22.2% |
| All | +211.3% | +405.9% | -194.6% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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