+14.8%
VOO vs MKC
-18.2%
+33.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.4% | -3.8% | +1.9% |
| 7D | -0.7% | +9.6% | -10.3% | -0.2% |
| 30D | -1.1% | +12.0% | -13.1% | -0.4% |
| 3M | -0.3% | -2.0% | +1.7% | -0.4% |
| 6M | +7.4% | +7.2% | +0.1% | +8.1% |
| YTD | +13.4% | -23.7% | +37.1% | +12.1% |
| 1Y | +14.8% | -18.3% | +33.1% | +13.9% |
| All | +14.8% | -18.2% | +33.0% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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