-23.1%
MKC vs VO
+12.4%
-35.5%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | -2.8% | -2.5% | -0.3% | -2.8% |
| 30D | -3.4% | -3.2% | -0.1% | -3.3% |
| 3M | +3.8% | +3.9% | -0.2% | +3.7% |
| 6M | -17.9% | +9.6% | -27.6% | -17.7% |
| YTD | -23.6% | +11.6% | -35.2% | -23.6% |
| 1Y | -23.1% | +12.6% | -35.7% | -24.6% |
| All | -23.1% | +12.4% | -35.5% | -24.6% |
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