+211.3%
MCD price history and return analytics
+223.7%
-12.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +0.2% |
| 7D | +5.9% | +0.4% | +5.6% | +5.7% |
| 30D | +19.6% | -2.6% | +22.2% | +21.5% |
| 3M | +3.3% | -3.2% | +6.5% | +5.2% |
| 6M | +3.5% | +0.9% | +2.5% | +2.3% |
| YTD | -6.1% | +11.3% | -17.4% | -13.2% |
| 1Y | -3.7% | +14.0% | -17.7% | -12.4% |
| 3Y | +13.4% | +75.8% | -62.5% | -24.9% |
| 5Y | +25.2% | +57.8% | -32.7% | -10.8% |
| 10Y | +211.3% | +219.8% | -8.5% | +39.3% |
| All | +211.3% | +223.7% | -12.4% | +39.3% |
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