-38.9%
MED vs VOO
+817.1%
-856.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +3.7% | +0.1% | +3.6% | +3.6% |
| 30D | +2.9% | +0.1% | +2.8% | +2.8% |
| 3M | +2.9% | +2.0% | +0.9% | +1.3% |
| 6M | +17.9% | +13.0% | +4.9% | +5.3% |
| YTD | +18.3% | +13.6% | +4.7% | +5.2% |
| 1Y | -8.8% | +20.1% | -28.9% | -23.1% |
| 3Y | -84.7% | +77.6% | -162.2% | -91.3% |
| 5Y | -94.0% | +82.4% | -176.4% | -96.7% |
| 10Y | -56.0% | +316.8% | -372.9% | -89.5% |
| All | -38.9% | +817.1% | -856.0% | -93.9% |
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 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