-2.8%
MEC vs VT
+150.7%
-153.5%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -2.4% |
| 7D | +8.5% | -0.3% | +8.8% | +8.8% |
| 30D | -2.3% | -1.4% | -0.9% | -0.4% |
| 3M | -42.3% | -1.4% | -40.9% | -41.1% |
| 6M | -27.7% | +5.5% | -33.2% | -31.7% |
| YTD | -14.5% | +12.8% | -27.3% | -25.2% |
| 1Y | -11.0% | +15.4% | -26.4% | -24.2% |
| 3Y | +32.0% | +76.9% | -44.9% | -33.4% |
| 5Y | -6.2% | +60.4% | -66.6% | -46.3% |
| All | -2.8% | +150.7% | -153.5% | -69.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling