+1,075.1%
VST vs MCK
+616.6%
+458.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -1.5% |
| 7D | +6.6% | +4.0% | +2.6% | +5.8% |
| 30D | -12.4% | +12.9% | -25.3% | -14.6% |
| 3M | -9.0% | +28.9% | -37.9% | -13.8% |
| 6M | -6.4% | +49.9% | -56.4% | -14.8% |
| YTD | -17.2% | +34.8% | -52.0% | -23.2% |
| 1Y | -22.0% | +30.8% | -52.9% | -27.2% |
| 3Y | +296.7% | +137.4% | +159.2% | +210.2% |
| 5Y | +637.6% | +403.3% | +234.3% | +363.6% |
| 10Y | +1,138.2% | +731.9% | +406.3% | +578.6% |
| All | +1,075.1% | +616.6% | +458.4% | +534.4% |
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