+820.6%
VOO vs MCK
+1,583.3%
-762.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | -0.8% | -2.9% | +2.1% | 0.0% |
| 30D | -1.1% | +0.4% | -1.5% | -1.3% |
| 3M | +3.9% | +12.1% | -8.2% | 0.0% |
| 6M | +13.6% | -5.4% | +19.1% | +14.7% |
| YTD | +12.7% | +7.8% | +4.9% | +8.6% |
| 1Y | +17.6% | +22.9% | -5.4% | +8.4% |
| 3Y | +77.3% | +110.7% | -33.4% | +34.0% |
| 5Y | +84.1% | +346.2% | -262.0% | +5.9% |
| 10Y | +323.5% | +440.1% | -116.6% | +114.4% |
| All | +820.6% | +1,583.3% | -762.7% | +172.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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