+22.6%
MCD vs VUG
+65.5%
-42.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -1.6% | +4.4% | -6.0% | -2.4% |
| 30D | +16.0% | -7.3% | +23.4% | +17.6% |
| 3M | 0.0% | -4.2% | +4.2% | +0.6% |
| 6M | +0.9% | -1.6% | +2.5% | +0.9% |
| YTD | -8.7% | +4.9% | -13.6% | -10.2% |
| 1Y | -8.6% | +3.8% | -12.4% | -9.8% |
| 3Y | +9.9% | +79.4% | -69.6% | -8.0% |
| 5Y | +22.6% | +63.9% | -41.3% | +4.6% |
| All | +22.6% | +65.5% | -42.8% | +4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling