+205.9%
MCD price history and return analytics
+224.4%
-18.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.8% | -3.3% |
| 7D | -1.9% | -0.7% | -1.2% | -1.6% |
| 30D | +16.6% | -1.7% | +18.4% | +17.7% |
| 3M | +0.9% | -2.3% | +3.3% | +2.2% |
| 6M | +1.5% | +1.5% | -0.1% | -0.1% |
| YTD | -8.3% | +12.0% | -20.4% | -15.6% |
| 1Y | -8.1% | +12.9% | -21.0% | -15.9% |
| 3Y | +10.3% | +74.9% | -64.6% | -26.6% |
| 5Y | +23.4% | +59.9% | -36.5% | -12.9% |
| 10Y | +205.9% | +224.6% | -18.7% | +37.6% |
| All | +205.9% | +224.4% | -18.4% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling