+161.9%
MEI vs VOO
+817.1%
-655.2%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.9% |
| 7D | -13.8% | +0.1% | -13.9% | -14.2% |
| 30D | -9.1% | +0.1% | -9.2% | -9.4% |
| 3M | +23.8% | +2.0% | +21.7% | +21.5% |
| 6M | +89.2% | +13.0% | +76.2% | +64.0% |
| YTD | +140.4% | +13.6% | +126.8% | +107.5% |
| 1Y | +129.0% | +20.1% | +108.9% | +84.6% |
| 3Y | -43.2% | +77.6% | -120.8% | -71.3% |
| 5Y | -56.4% | +82.4% | -138.9% | -79.1% |
| 10Y | -45.3% | +316.8% | -362.2% | -91.9% |
| All | +161.9% | +817.1% | -655.2% | -89.4% |
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