+18.0%
MELI vs ROIV
+289.9%
-271.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.0% |
| 7D | -4.3% | +19.0% | -23.2% | -7.5% |
| 30D | -1.7% | +16.1% | -17.9% | -4.8% |
| 3M | +20.0% | +44.1% | -24.1% | +11.4% |
| 6M | +9.4% | +37.8% | -28.4% | +2.1% |
| YTD | -5.4% | +88.7% | -94.0% | -17.4% |
| 1Y | -18.8% | +197.3% | -216.2% | -35.5% |
| 3Y | +33.5% | +224.9% | -191.4% | +1.6% |
| 5Y | +3.2% | +311.0% | -307.9% | -32.8% |
| All | +18.0% | +289.9% | -271.9% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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