+708.8%
MCK vs VT
+222.7%
+486.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.1% |
| 7D | +0.5% | +2.9% | -2.4% | -1.2% |
| 30D | +12.0% | -2.5% | +14.5% | +13.5% |
| 3M | +22.7% | -3.3% | +26.0% | +24.9% |
| 6M | +46.9% | +1.5% | +45.4% | +44.3% |
| YTD | +31.7% | +11.4% | +20.3% | +21.4% |
| 1Y | +28.6% | +11.9% | +16.7% | +18.1% |
| 3Y | +132.6% | +73.9% | +58.7% | +53.2% |
| 5Y | +391.6% | +57.9% | +333.7% | +246.2% |
| All | +708.8% | +222.7% | +486.1% | +200.6% |
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