+33.3%
MELI vs VSH
+42.0%
-8.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.1% | -6.6% | -1.1% |
| 7D | -4.1% | +4.8% | -8.9% | -4.6% |
| 30D | +3.8% | -0.7% | +4.5% | +3.7% |
| 3M | +17.8% | -43.1% | +60.9% | +24.9% |
| 6M | +7.4% | +91.8% | -84.4% | -10.6% |
| YTD | -5.8% | +131.6% | -137.4% | -25.1% |
| 1Y | -18.9% | +118.1% | -136.9% | -35.0% |
| 3Y | +33.3% | +40.9% | -7.6% | +13.8% |
| All | +33.3% | +42.0% | -8.7% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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