+405.8%
MCK vs VT
+57.5%
+348.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.3% |
| 7D | +8.3% | -0.1% | +8.4% | +8.3% |
| 30D | +15.3% | -3.1% | +18.4% | +15.9% |
| 3M | +23.2% | -3.5% | +26.7% | +23.8% |
| 6M | +47.4% | +0.5% | +46.9% | +46.9% |
| YTD | +32.4% | +10.8% | +21.6% | +28.8% |
| 1Y | +26.5% | +11.9% | +14.6% | +22.7% |
| 3Y | +133.8% | +73.0% | +60.8% | +99.3% |
| 5Y | +405.8% | +58.6% | +347.2% | +358.6% |
| All | +405.8% | +57.5% | +348.2% | +358.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling