-58.1%
MED vs VOO
+325.3%
-383.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.9% |
| 7D | -4.7% | -0.8% | -3.9% | -4.0% |
| 30D | +3.9% | -1.1% | +5.0% | +4.9% |
| 3M | +1.0% | +3.9% | -2.9% | -2.0% |
| 6M | +19.0% | +13.6% | +5.3% | +6.3% |
| YTD | +12.7% | +12.7% | 0.0% | +1.5% |
| 1Y | -13.5% | +17.6% | -31.1% | -25.1% |
| 3Y | -85.2% | +77.3% | -162.5% | -91.5% |
| 5Y | -94.2% | +84.1% | -178.3% | -96.8% |
| All | -58.1% | +325.3% | -383.4% | -88.7% |
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