+25.1%
MKC vs VO
+197.6%
-172.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.0% | +3.1% | -6.1% | -4.4% |
| 30D | +4.8% | +2.2% | +2.6% | +3.7% |
| 3M | -12.8% | -2.5% | -10.3% | -11.9% |
| 6M | +5.0% | +7.0% | -1.9% | +1.4% |
| YTD | -29.1% | +14.0% | -43.1% | -33.8% |
| 1Y | -26.4% | +15.6% | -42.0% | -31.8% |
| 3Y | -21.6% | +66.2% | -87.8% | -40.1% |
| 5Y | -35.2% | +36.6% | -71.9% | -46.0% |
| All | +25.1% | +197.6% | -172.5% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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