+3,449.4%
MCK vs VTV
+712.6%
+2,736.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.5% |
| 7D | -2.9% | -1.1% | -1.8% | -2.1% |
| 30D | +0.4% | -1.0% | +1.4% | +1.2% |
| 3M | +12.1% | +4.6% | +7.5% | +8.3% |
| 6M | -5.4% | +13.5% | -19.0% | -14.4% |
| YTD | +7.8% | +18.5% | -10.7% | -5.6% |
| 1Y | +22.9% | +22.9% | +0.1% | +4.7% |
| 3Y | +110.7% | +67.8% | +42.9% | +38.8% |
| 5Y | +346.2% | +81.8% | +264.3% | +173.6% |
| 10Y | +440.1% | +233.0% | +207.1% | +110.7% |
| All | +3,449.4% | +712.6% | +2,736.7% | +543.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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