+250.5%
MKC vs VOO
+812.0%
-561.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | 0.0% |
| 7D | -4.3% | +0.5% | -4.9% | -4.7% |
| 30D | -2.0% | -0.9% | -1.1% | -1.5% |
| 3M | +10.0% | +3.9% | +6.1% | +7.4% |
| 6M | -18.5% | +14.5% | -33.1% | -24.8% |
| YTD | -22.4% | +13.0% | -35.4% | -28.0% |
| 1Y | -23.6% | +19.4% | -43.1% | -31.6% |
| 3Y | -30.4% | +78.9% | -109.3% | -51.7% |
| 5Y | -34.2% | +82.3% | -116.5% | -55.6% |
| 10Y | +26.8% | +314.2% | -287.4% | -52.0% |
| All | +250.5% | +812.0% | -561.5% | -19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling