+80.1%
VOO vs MCD
-0.9%
+81.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.2% |
| 7D | +0.1% | -2.8% | +2.9% | +0.5% |
| 30D | +0.1% | -6.0% | +6.1% | +0.9% |
| 3M | +2.0% | -5.6% | +7.6% | +2.7% |
| 6M | +13.0% | -21.9% | +34.9% | +17.8% |
| YTD | +13.6% | -14.7% | +28.3% | +16.4% |
| 1Y | +20.1% | -17.3% | +37.3% | +23.7% |
| All | +80.1% | -0.9% | +81.0% | +81.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling