+26.9%
MKC vs VO
+197.9%
-171.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | -2.8% | -2.5% | -0.3% | -1.6% |
| 30D | -3.4% | -3.2% | -0.1% | -1.9% |
| 3M | +3.8% | +3.9% | -0.2% | +1.7% |
| 6M | -17.9% | +9.6% | -27.6% | -21.8% |
| YTD | -23.6% | +11.6% | -35.2% | -27.9% |
| 1Y | -23.1% | +12.6% | -35.7% | -27.8% |
| 3Y | -31.5% | +55.4% | -86.9% | -45.8% |
| 5Y | -33.1% | +41.8% | -74.9% | -45.5% |
| All | +26.9% | +197.9% | -171.1% | -35.1% |
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