-26.4%
MKC vs VO
+14.1%
-40.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.0% | +3.1% | -6.1% | -3.1% |
| 30D | +4.8% | +2.2% | +2.6% | +4.8% |
| 3M | -12.8% | -2.5% | -10.3% | -12.9% |
| 6M | +5.0% | +7.0% | -1.9% | +4.8% |
| YTD | -29.1% | +14.0% | -43.1% | -28.4% |
| 1Y | -26.4% | +15.6% | -42.0% | -26.0% |
| All | -26.4% | +14.1% | -40.5% | -26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling