+827.8%
VOO vs MCD
+429.8%
+398.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.4% |
| 7D | +0.1% | -2.8% | +2.9% | +1.5% |
| 30D | +0.1% | -6.0% | +6.1% | +3.0% |
| 3M | +2.0% | -5.6% | +7.6% | +4.3% |
| 6M | +13.0% | -21.9% | +34.9% | +27.0% |
| YTD | +13.6% | -14.7% | +28.3% | +21.8% |
| 1Y | +20.1% | -17.3% | +37.3% | +30.4% |
| 3Y | +77.6% | -2.2% | +79.7% | +73.0% |
| 5Y | +82.4% | +20.3% | +62.2% | +57.6% |
| 10Y | +316.8% | +180.7% | +136.1% | +122.3% |
| All | +827.8% | +429.8% | +398.0% | +225.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling