+213.3%
MCD vs VXUS
+140.9%
+72.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.6% |
| 7D | +7.3% | +0.5% | +6.8% | +7.0% |
| 30D | +20.0% | -2.5% | +22.5% | +21.6% |
| 3M | +3.8% | -4.6% | +8.5% | +6.5% |
| 6M | +3.8% | -2.6% | +6.4% | +4.6% |
| YTD | -5.9% | +10.4% | -16.2% | -12.6% |
| 1Y | -3.2% | +12.9% | -16.1% | -11.4% |
| 3Y | +13.3% | +68.4% | -55.1% | -20.9% |
| 5Y | +25.2% | +47.7% | -22.4% | -4.7% |
| 10Y | +213.3% | +142.2% | +71.1% | +79.2% |
| All | +213.3% | +140.9% | +72.4% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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