+8.4%
MELI vs VCIT
+19.2%
-10.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.1% |
| 7D | -10.3% | +0.1% | -10.4% | -10.4% |
| 30D | -21.1% | +1.1% | -22.3% | -22.2% |
| 3M | -18.3% | -1.4% | -17.0% | -17.1% |
| 6M | -8.7% | -2.3% | -6.4% | -6.3% |
| YTD | -26.0% | -1.8% | -24.2% | -24.5% |
| 1Y | -28.8% | -1.0% | -27.8% | -27.8% |
| 3Y | +8.4% | +19.3% | -10.8% | -13.7% |
| All | +8.4% | +19.2% | -10.8% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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