+2,864.5%
V vs MCK
+1,790.4%
+1,074.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -2.9% | -3.6% | +0.7% | -1.7% |
| 30D | +1.9% | +1.4% | +0.4% | +1.2% |
| 3M | +13.2% | +13.8% | -0.6% | +7.7% |
| 6M | +16.7% | -5.2% | +21.9% | +18.2% |
| YTD | +5.4% | +9.0% | -3.6% | +0.6% |
| 1Y | +7.7% | +26.9% | -19.2% | -3.2% |
| 3Y | +52.0% | +114.7% | -62.7% | +9.8% |
| 5Y | +67.7% | +347.1% | -279.4% | -10.3% |
| 10Y | +384.8% | +446.4% | -61.6% | +122.4% |
| All | +2,864.5% | +1,790.4% | +1,074.1% | +621.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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