+213.3%
MCD price history and return analytics
+217.6%
-4.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.6% |
| 7D | +7.3% | -0.1% | +7.4% | +7.3% |
| 30D | +20.0% | -3.1% | +23.0% | +22.2% |
| 3M | +3.8% | -3.5% | +7.3% | +6.0% |
| 6M | +3.8% | +0.5% | +3.3% | +2.8% |
| YTD | -5.9% | +10.8% | -16.6% | -12.7% |
| 1Y | -3.2% | +11.9% | -15.1% | -10.9% |
| 3Y | +13.3% | +73.0% | -59.7% | -24.1% |
| 5Y | +25.2% | +58.6% | -33.4% | -11.2% |
| 10Y | +213.3% | +219.2% | -5.8% | +41.1% |
| All | +213.3% | +217.6% | -4.3% | +41.1% |
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