+19.4%
MEC vs VOO
+198.9%
-179.5%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | +2.3% | -0.4% | +2.6% | +2.7% |
| 30D | -14.1% | -1.4% | -12.7% | -12.8% |
| 3M | -43.4% | +3.7% | -47.1% | -45.4% |
| 6M | +4.4% | +13.0% | -8.6% | -7.9% |
| YTD | +5.1% | +12.4% | -7.4% | -6.9% |
| 1Y | +36.6% | +18.6% | +18.0% | +14.4% |
| 3Y | +78.0% | +78.1% | 0.0% | -6.3% |
| 5Y | +38.1% | +82.3% | -44.1% | -29.8% |
| All | +19.4% | +198.9% | -179.5% | -66.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling