+427.0%
MCK vs VOO
+325.3%
+101.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.4% |
| 7D | -2.9% | -0.8% | -2.1% | -2.5% |
| 30D | +0.4% | -1.1% | +1.5% | +1.1% |
| 3M | +12.1% | +3.9% | +8.2% | +9.1% |
| 6M | -5.4% | +13.6% | -19.1% | -13.5% |
| YTD | +7.8% | +12.7% | -4.9% | -1.0% |
| 1Y | +22.9% | +17.6% | +5.4% | +9.6% |
| 3Y | +110.7% | +77.3% | +33.4% | +36.7% |
| 5Y | +346.2% | +84.1% | +262.0% | +174.9% |
| All | +427.0% | +325.3% | +101.7% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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