-21.7%
MKC vs VT
+75.6%
-97.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | +0.3% |
| 7D | -7.0% | -0.7% | -6.3% | -6.9% |
| 30D | +4.1% | -1.7% | +5.8% | +4.4% |
| 3M | -10.3% | -2.3% | -8.0% | -10.0% |
| 6M | +1.7% | +1.5% | +0.2% | +1.1% |
| YTD | -29.1% | +12.0% | -41.1% | -31.4% |
| 1Y | -26.0% | +12.9% | -38.9% | -28.6% |
| All | -21.7% | +75.6% | -97.3% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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