+19.4%
MEC vs VOO
+201.9%
-182.6%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | +1.8% | +0.1% | +1.7% | +1.6% |
| 30D | -22.9% | +0.1% | -23.0% | -23.0% |
| 3M | -39.8% | +2.0% | -41.9% | -41.0% |
| 6M | +0.5% | +13.0% | -12.5% | -11.4% |
| YTD | +5.0% | +13.6% | -8.6% | -8.0% |
| 1Y | +37.6% | +20.1% | +17.5% | +13.7% |
| 3Y | +61.3% | +77.6% | -16.3% | -14.8% |
| 5Y | +34.9% | +82.4% | -47.5% | -31.4% |
| All | +19.4% | +201.9% | -182.6% | -67.2% |
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