+3,319.5%
V vs MKC
+290.4%
+3,029.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.4% |
| 7D | +0.8% | -2.4% | +3.2% | +1.8% |
| 30D | +9.9% | +5.4% | +4.6% | +7.4% |
| 3M | +17.5% | -11.1% | +28.6% | +22.9% |
| 6M | +33.5% | -1.4% | +34.9% | +33.1% |
| YTD | +21.6% | -29.4% | +51.0% | +37.9% |
| 1Y | +27.6% | -24.7% | +52.3% | +40.5% |
| 3Y | +76.4% | -21.8% | +98.2% | +85.7% |
| 5Y | +103.8% | -36.0% | +139.8% | +128.3% |
| 10Y | +455.5% | +24.9% | +430.6% | +296.9% |
| All | +3,319.5% | +290.4% | +3,029.1% | +1,048.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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