-36.0%
MKC vs VT
+57.0%
-93.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -3.0% | +2.4% | -5.3% | -3.7% |
| 30D | +4.8% | -1.5% | +6.3% | +5.2% |
| 3M | -12.8% | -4.1% | -8.7% | -11.8% |
| 6M | +5.0% | +0.6% | +4.5% | +4.4% |
| YTD | -29.1% | +11.0% | -40.1% | -32.1% |
| 1Y | -26.4% | +13.3% | -39.7% | -30.1% |
| 3Y | -21.6% | +73.4% | -95.0% | -38.5% |
| All | -36.0% | +57.0% | -93.0% | -51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling