+651.3%
MCD price history and return analytics
+374.2%
+277.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.8% | +0.4% | -3.3% | -3.1% |
| 30D | -6.0% | +1.0% | -7.0% | -6.5% |
| 3M | -5.6% | +2.4% | -8.0% | -7.1% |
| 6M | -21.9% | +12.0% | -33.9% | -26.9% |
| YTD | -14.7% | +15.3% | -30.0% | -21.5% |
| 1Y | -17.3% | +22.6% | -39.8% | -26.5% |
| 3Y | -2.2% | +74.7% | -76.8% | -29.3% |
| 5Y | +20.3% | +66.1% | -45.9% | -11.5% |
| 10Y | +180.7% | +225.0% | -44.3% | +43.5% |
| All | +651.3% | +374.2% | +277.1% | +210.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling