-33.5%
MKC price history and return analytics
+65.7%
-99.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -4.3% | -0.1% | -4.2% | -4.3% |
| 30D | -3.1% | -0.7% | -2.4% | -2.9% |
| 3M | +6.8% | +4.0% | +2.8% | +5.2% |
| 6M | -18.3% | +12.3% | -30.6% | -21.8% |
| YTD | -23.1% | +14.0% | -37.1% | -26.9% |
| 1Y | -23.7% | +20.3% | -44.0% | -29.2% |
| 3Y | -31.0% | +75.4% | -106.4% | -45.9% |
| 5Y | -33.5% | +66.0% | -99.5% | -50.2% |
| All | -33.5% | +65.7% | -99.2% | -50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling