+27.6%
MCK vs VEU
+17.0%
+10.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.0% | +5.0% | +7.4% |
| 7D | +11.3% | +0.2% | +11.1% | +11.3% |
| 30D | +16.8% | -2.1% | +18.9% | +16.2% |
| 3M | +28.9% | -2.7% | +31.6% | +28.1% |
| 6M | +32.7% | +3.2% | +29.5% | +32.0% |
| YTD | +30.8% | +12.6% | +18.2% | +26.3% |
| 1Y | +27.6% | +17.1% | +10.5% | +22.0% |
| All | +27.6% | +17.0% | +10.6% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling