+41.3%
MEC vs VOO
+82.3%
-41.1%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.5% |
| 7D | +3.4% | +0.5% | +2.9% | +2.9% |
| 30D | -17.9% | -0.9% | -16.9% | -17.2% |
| 3M | -40.9% | +3.9% | -44.8% | -42.7% |
| 6M | +3.5% | +14.5% | -11.0% | -7.5% |
| YTD | +6.1% | +13.0% | -6.9% | -4.2% |
| 1Y | +32.3% | +19.4% | +12.9% | +14.2% |
| 3Y | +79.7% | +78.9% | +0.9% | +8.3% |
| 5Y | +41.3% | +82.3% | -41.0% | -17.9% |
| All | +41.3% | +82.3% | -41.1% | -17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling