+1,238.2%
VST vs MCK
+477.8%
+760.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.0% |
| 7D | +9.9% | -1.9% | +11.8% | +10.3% |
| 30D | +7.9% | +2.4% | +5.6% | +7.3% |
| 3M | +3.4% | +16.1% | -12.7% | -0.4% |
| 6M | -4.1% | -3.1% | -1.0% | -4.0% |
| YTD | -5.7% | +8.7% | -14.4% | -8.4% |
| 1Y | -18.9% | +28.1% | -46.9% | -24.6% |
| 3Y | +359.1% | +114.1% | +244.9% | +263.7% |
| 5Y | +766.9% | +342.5% | +424.4% | +456.3% |
| All | +1,238.2% | +477.8% | +760.4% | +656.3% |
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