+82.6%
MEI vs VOO
+18.2%
+64.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +0.8% | +7.0% | +5.8% |
| 7D | -6.6% | -0.8% | -5.9% | -4.7% |
| 30D | -13.6% | -1.1% | -12.5% | -11.5% |
| 3M | +28.7% | +3.9% | +24.8% | +17.9% |
| 6M | +152.2% | +13.6% | +138.5% | +95.6% |
| YTD | +124.4% | +12.7% | +111.7% | +77.6% |
| 1Y | +82.6% | +17.6% | +65.0% | +29.6% |
| All | +82.6% | +18.2% | +64.4% | +29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling