+728.1%
MCK vs VT
+221.8%
+506.4%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.6% |
| 7D | +4.0% | +2.4% | +1.6% | +2.5% |
| 30D | +12.9% | -1.5% | +14.4% | +13.8% |
| 3M | +28.9% | -4.1% | +33.0% | +31.8% |
| 6M | +49.9% | +0.6% | +49.4% | +48.2% |
| YTD | +34.8% | +11.0% | +23.8% | +24.5% |
| 1Y | +30.8% | +13.3% | +17.5% | +19.2% |
| 3Y | +137.4% | +73.4% | +64.1% | +56.7% |
| 5Y | +403.3% | +57.4% | +345.9% | +255.0% |
| All | +728.1% | +221.8% | +506.4% | +208.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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