+644.3%
IVV vs MELI
+6,896.4%
-6,252.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | +2.6% | -1.2% | +3.8% | +2.8% |
| 30D | -2.0% | -18.9% | +16.9% | +1.9% |
| 3M | -2.8% | -18.4% | +15.7% | +0.7% |
| 6M | +2.2% | -4.5% | +6.7% | +2.3% |
| YTD | +11.5% | -26.0% | +37.5% | +16.5% |
| 1Y | +13.5% | -26.6% | +40.1% | +18.6% |
| 3Y | +78.1% | +8.2% | +69.9% | +68.2% |
| 5Y | +73.1% | -6.6% | +79.7% | +58.3% |
| 10Y | +310.4% | +859.5% | -549.0% | +118.0% |
| All | +644.3% | +6,896.4% | -6,252.1% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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