+19.1%
VOO vs MCD
-15.7%
+34.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.5% | -2.0% | +2.6% | +0.5% |
| 30D | -0.9% | -6.1% | +5.2% | -1.0% |
| 3M | +3.9% | -7.3% | +11.1% | +3.9% |
| 6M | +14.5% | -20.9% | +35.5% | +15.6% |
| YTD | +13.0% | -14.7% | +27.6% | +13.9% |
| All | +19.1% | -15.7% | +34.8% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 1y: compounded portfolio wealth divided by compounded MCD 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…
1y analysis · Full analysis span regression · 6 months rolling