+1.3%
MELI vs VT
+66.2%
-64.9%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.6% | +0.4% | +0.2% | -0.2% |
| 30D | +2.9% | +1.0% | +1.9% | +1.1% |
| 3M | +21.0% | +2.4% | +18.6% | +15.3% |
| 6M | +11.8% | +12.0% | -0.2% | -9.6% |
| YTD | -1.8% | +15.3% | -17.1% | -24.8% |
| 1Y | -18.2% | +22.6% | -40.8% | -44.0% |
| 3Y | +39.2% | +74.7% | -35.5% | -56.3% |
| All | +1.3% | +66.2% | -64.9% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling