+20.8%
MEAR vs VOO
+346.2%
-325.4%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | +0.1% | +0.1% | 0.0% | +0.1% |
| 3M | +0.3% | +2.0% | -1.7% | +0.3% |
| 6M | +0.7% | +13.0% | -12.4% | +0.6% |
| YTD | +1.4% | +13.6% | -12.2% | +1.3% |
| 1Y | +2.2% | +20.1% | -17.9% | +2.0% |
| 3Y | +10.4% | +77.6% | -67.2% | +10.0% |
| 5Y | +13.0% | +82.4% | -69.4% | +12.5% |
| 10Y | +19.4% | +316.8% | -297.4% | +18.5% |
| All | +20.8% | +346.2% | -325.4% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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