-41.4%
MEI vs VT
+75.0%
-116.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.5% |
| 7D | -13.8% | +0.4% | -14.3% | -15.0% |
| 30D | -9.1% | +1.0% | -10.1% | -11.1% |
| 3M | +23.8% | +2.4% | +21.4% | +19.4% |
| 6M | +89.2% | +12.0% | +77.2% | +56.2% |
| YTD | +140.4% | +15.3% | +125.0% | +88.3% |
| 1Y | +129.0% | +22.6% | +106.4% | +61.0% |
| All | -41.4% | +75.0% | -116.3% | -75.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling