+31.8%
MCK vs VSH
+118.1%
-86.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.4% | -5.9% | -1.0% |
| 7D | +1.7% | +4.1% | -2.3% | +2.2% |
| 30D | +3.6% | -4.2% | +7.8% | +3.3% |
| 3M | +20.1% | -50.0% | +70.1% | +15.3% |
| 6M | -7.0% | +80.2% | -87.2% | -10.2% |
| YTD | +11.0% | +121.1% | -110.1% | +8.2% |
| 1Y | +31.8% | +112.0% | -80.2% | +26.8% |
| All | +31.8% | +118.1% | -86.3% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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