+977.6%
VRT vs MCK
+345.1%
+632.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.6% |
| 7D | -8.4% | -2.9% | -5.4% | -8.2% |
| 30D | -10.9% | +0.4% | -11.3% | -10.9% |
| 3M | -13.7% | +12.1% | -25.8% | -15.0% |
| 6M | -4.1% | -5.4% | +1.3% | -2.6% |
| YTD | +58.7% | +7.8% | +51.0% | +57.7% |
| 1Y | +89.6% | +22.9% | +66.7% | +83.3% |
| 3Y | +558.1% | +110.7% | +447.4% | +411.3% |
| All | +977.6% | +345.1% | +632.5% | +528.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling