-55.3%
MEI vs VT
+223.7%
-279.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.6% | +10.1% | +9.1% |
| 7D | -20.0% | +0.4% | -20.4% | -19.3% |
| 30D | -21.7% | -2.6% | -19.1% | -17.2% |
| 3M | -27.0% | -3.2% | -23.7% | -22.1% |
| 6M | +26.8% | +0.9% | +25.9% | +29.9% |
| YTD | +86.5% | +11.3% | +75.2% | +69.9% |
| 1Y | +86.8% | +14.0% | +72.8% | +65.1% |
| 3Y | -39.7% | +75.8% | -115.5% | -67.3% |
| 5Y | -70.3% | +57.8% | -128.1% | -81.7% |
| 10Y | -55.3% | +219.8% | -275.1% | -88.2% |
| All | -55.3% | +223.7% | -279.0% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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