+75.5%
VOO vs MCD
+10.9%
+64.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | -2.7% | +7.1% | -9.8% | -3.5% |
| 30D | -5.4% | +19.8% | -25.1% | -7.5% |
| 3M | -4.1% | +0.8% | -4.9% | -4.1% |
| 6M | +0.7% | -1.3% | +2.1% | +1.0% |
| YTD | +8.7% | -7.8% | +16.5% | +10.2% |
| 1Y | +11.0% | -5.0% | +15.9% | +11.7% |
| 3Y | +75.5% | +10.5% | +64.9% | +70.8% |
| All | +75.5% | +10.9% | +64.5% | +70.8% |
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