+26.4%
VZ vs MCK
+342.6%
-316.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.6% |
| 7D | -1.2% | -4.4% | +3.2% | -0.6% |
| 30D | +5.7% | -2.2% | +7.9% | +6.0% |
| 3M | +8.2% | +11.6% | -3.3% | +6.5% |
| 6M | +1.7% | -4.9% | +6.7% | +2.1% |
| YTD | +28.9% | +7.7% | +21.1% | +26.9% |
| 1Y | +22.7% | +25.2% | -2.5% | +17.9% |
| 3Y | +82.7% | +112.1% | -29.4% | +59.4% |
| 5Y | +26.4% | +345.8% | -319.4% | -7.6% |
| All | +26.4% | +342.6% | -316.2% | -7.6% |
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