-51.5%
MEI vs VT
+221.4%
-272.9%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.5% | -9.9% | -9.7% |
| 7D | -23.3% | +1.0% | -24.3% | -24.5% |
| 30D | -15.7% | -0.2% | -15.4% | -15.5% |
| 3M | +24.1% | +4.5% | +19.5% | +18.0% |
| 6M | +113.3% | +14.1% | +99.3% | +83.2% |
| YTD | +115.4% | +14.8% | +100.6% | +84.5% |
| 1Y | +98.7% | +21.2% | +77.5% | +59.4% |
| 3Y | -32.2% | +76.6% | -108.8% | -64.3% |
| 5Y | -62.4% | +66.6% | -129.0% | -78.8% |
| 10Y | -51.5% | +222.3% | -273.7% | -87.5% |
| All | -51.5% | +221.4% | -272.9% | -87.5% |
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