+73.8%
MEDI vs VOO
+106.3%
-32.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.6% |
| 7D | -2.9% | -0.8% | -2.1% | -2.4% |
| 30D | -3.2% | -1.1% | -2.1% | -2.5% |
| 3M | +6.9% | +3.9% | +3.0% | +3.9% |
| 6M | +9.4% | +13.6% | -4.2% | -0.2% |
| YTD | +6.1% | +12.7% | -6.6% | -2.8% |
| 1Y | +17.3% | +17.6% | -0.3% | +4.3% |
| 3Y | +53.3% | +77.3% | -24.1% | +1.9% |
| All | +73.8% | +106.3% | -32.5% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling