+211.3%
MCD vs VXUS
+144.6%
+66.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.1% | +0.2% |
| 7D | +5.9% | +0.8% | +5.2% | +5.5% |
| 30D | +19.6% | -1.9% | +21.5% | +20.9% |
| 3M | +3.3% | -4.4% | +7.7% | +5.8% |
| 6M | +3.5% | -2.0% | +5.5% | +3.9% |
| YTD | -6.1% | +11.1% | -17.2% | -13.1% |
| 1Y | -3.7% | +15.1% | -18.7% | -12.8% |
| 3Y | +13.4% | +70.4% | -57.1% | -21.4% |
| 5Y | +25.2% | +47.2% | -22.0% | -4.4% |
| 10Y | +211.3% | +142.3% | +69.0% | +76.4% |
| All | +211.3% | +144.6% | +66.7% | +76.4% |
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