+1,236.3%
MCK vs VXUS
+175.6%
+1,060.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.5% |
| 7D | -2.9% | -1.4% | -1.5% | -2.1% |
| 30D | +0.4% | -0.5% | +0.9% | +0.6% |
| 3M | +12.1% | +2.6% | +9.5% | +10.0% |
| 6M | -5.4% | +10.9% | -16.3% | -12.1% |
| YTD | +7.8% | +16.1% | -8.4% | -2.8% |
| 1Y | +22.9% | +22.3% | +0.7% | +7.4% |
| 3Y | +110.7% | +72.0% | +38.7% | +45.7% |
| 5Y | +346.2% | +54.1% | +292.0% | +227.5% |
| 10Y | +440.1% | +149.3% | +290.8% | +181.2% |
| All | +1,236.3% | +175.6% | +1,060.7% | +524.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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