+822.6%
VOO vs MKC
+247.1%
+575.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | +0.5% | -4.3% | +4.9% | +2.0% |
| 30D | -0.9% | -2.0% | +1.1% | -0.4% |
| 3M | +3.9% | +10.0% | -6.1% | 0.0% |
| 6M | +14.5% | -18.5% | +33.1% | +21.8% |
| YTD | +13.0% | -22.4% | +35.4% | +21.5% |
| 1Y | +19.4% | -23.6% | +43.1% | +28.7% |
| 3Y | +78.9% | -30.4% | +109.3% | +95.9% |
| 5Y | +82.3% | -34.2% | +116.5% | +100.0% |
| 10Y | +314.2% | +26.8% | +287.4% | +216.7% |
| All | +822.6% | +247.1% | +575.5% | +251.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling