-24.1%
MEC vs VT
+53.2%
-77.3%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.5% | -4.1% | -14.4% | -14.1% |
| 7D | -13.6% | -4.2% | -9.5% | -8.9% |
| 30D | -20.7% | -5.8% | -14.9% | -14.7% |
| 3M | -48.8% | -5.2% | -43.6% | -45.2% |
| 6M | -42.6% | +0.1% | -42.8% | -41.7% |
| YTD | -30.3% | +8.2% | -38.5% | -34.2% |
| 1Y | -19.1% | +10.1% | -29.2% | -24.8% |
| 3Y | +7.6% | +69.7% | -62.1% | -34.7% |
| 5Y | -24.1% | +53.4% | -77.5% | -52.5% |
| All | -24.1% | +53.2% | -77.3% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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