-48.2%
MEI vs VOO
+325.3%
-373.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +0.8% | +7.0% | +6.8% |
| 7D | -6.6% | -0.8% | -5.9% | -5.6% |
| 30D | -13.6% | -1.1% | -12.5% | -12.5% |
| 3M | +28.7% | +3.9% | +24.8% | +23.5% |
| 6M | +152.2% | +13.6% | +138.5% | +120.1% |
| YTD | +124.4% | +12.7% | +111.7% | +98.3% |
| 1Y | +82.6% | +17.6% | +65.0% | +54.0% |
| 3Y | -27.1% | +77.3% | -104.4% | -60.1% |
| 5Y | -60.6% | +84.1% | -144.8% | -79.6% |
| All | -48.2% | +325.3% | -373.5% | -90.1% |
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