-21.6%
MKC vs VOO
+78.5%
-100.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -3.0% | +2.6% | -5.5% | -3.3% |
| 30D | +4.8% | -2.0% | +6.8% | +5.1% |
| 3M | -12.8% | -2.8% | -10.1% | -12.6% |
| 6M | +5.0% | +2.2% | +2.9% | +4.6% |
| YTD | -29.1% | +11.5% | -40.6% | -30.5% |
| 1Y | -26.4% | +13.5% | -39.9% | -28.2% |
| 3Y | -21.6% | +78.1% | -99.7% | -37.6% |
| All | -21.6% | +78.5% | -100.1% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling