+1,789.4%
MCK vs VT
+374.2%
+1,415.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.4% |
| 7D | +1.7% | +0.4% | +1.3% | +1.4% |
| 30D | +3.6% | +1.0% | +2.6% | +2.9% |
| 3M | +20.1% | +2.4% | +17.7% | +17.6% |
| 6M | -7.0% | +12.0% | -19.0% | -14.4% |
| YTD | +11.0% | +15.3% | -4.3% | +0.2% |
| 1Y | +31.8% | +22.6% | +9.3% | +14.1% |
| 3Y | +123.1% | +74.7% | +48.5% | +49.2% |
| 5Y | +351.7% | +66.1% | +285.5% | +206.9% |
| 10Y | +435.4% | +225.0% | +210.4% | +129.4% |
| All | +1,789.4% | +374.2% | +1,415.2% | +526.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling