+27.4%
MKC vs VOO
+325.3%
-297.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | 0.0% |
| 7D | -1.5% | -0.8% | -0.7% | -1.1% |
| 30D | -3.1% | -1.1% | -2.0% | -2.6% |
| 3M | +5.2% | +3.9% | +1.3% | +3.0% |
| 6M | -12.8% | +13.6% | -26.5% | -18.7% |
| YTD | -23.3% | +12.7% | -36.0% | -28.3% |
| 1Y | -24.1% | +17.6% | -41.7% | -30.8% |
| 3Y | -32.1% | +77.3% | -109.4% | -51.5% |
| 5Y | -32.8% | +84.1% | -116.9% | -53.8% |
| All | +27.4% | +325.3% | -297.9% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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