+2.4%
MELI vs VUG
+77.1%
-74.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.7% |
| 7D | -4.1% | -0.5% | -3.6% | -3.5% |
| 30D | +3.8% | -1.0% | +4.7% | +4.9% |
| 3M | +17.8% | +3.5% | +14.3% | +11.5% |
| 6M | +7.4% | +14.2% | -6.8% | -11.2% |
| YTD | -5.8% | +8.5% | -14.3% | -16.7% |
| 1Y | -18.9% | +12.9% | -31.7% | -32.1% |
| 3Y | +33.3% | +85.6% | -52.3% | -51.9% |
| All | +2.4% | +77.1% | -74.7% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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