+220.5%
MKC vs VOO
+800.4%
-579.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.4% |
| 7D | -3.0% | +2.6% | -5.5% | -4.3% |
| 30D | +4.8% | -2.0% | +6.8% | +5.8% |
| 3M | -12.8% | -2.8% | -10.1% | -11.7% |
| 6M | +5.0% | +2.2% | +2.9% | +3.2% |
| YTD | -29.1% | +11.5% | -40.6% | -33.9% |
| 1Y | -26.4% | +13.5% | -39.9% | -32.1% |
| 3Y | -21.6% | +78.1% | -99.7% | -45.6% |
| 5Y | -35.2% | +73.1% | -108.4% | -55.0% |
| 10Y | +25.6% | +310.7% | -285.1% | -52.3% |
| All | +220.5% | +800.4% | -579.9% | -26.0% |
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