+1,734.3%
MCK price history and return analytics
+368.9%
+1,365.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | -2.9% | -1.1% | -1.8% | -2.2% |
| 30D | +0.4% | -1.0% | +1.4% | +1.0% |
| 3M | +12.1% | +3.2% | +8.9% | +9.4% |
| 6M | -5.4% | +12.5% | -17.9% | -13.2% |
| YTD | +7.8% | +14.1% | -6.3% | -2.1% |
| 1Y | +22.9% | +18.9% | +4.0% | +8.5% |
| 3Y | +110.7% | +74.1% | +36.6% | +41.1% |
| 5Y | +346.2% | +66.9% | +279.3% | +202.0% |
| 10Y | +440.1% | +228.3% | +211.8% | +129.8% |
| All | +1,734.3% | +368.9% | +1,365.4% | +512.0% |
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