-24.5%
MELI vs VYM
+21.8%
-46.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.2% | +3.5% | +3.6% |
| 7D | +4.0% | +1.2% | +2.8% | +3.0% |
| 30D | -6.5% | +5.2% | -11.7% | -10.8% |
| 3M | -7.9% | +0.5% | -8.4% | -8.4% |
| 6M | -4.1% | +7.7% | -11.8% | -11.3% |
| YTD | -13.6% | +17.2% | -30.8% | -28.1% |
| 1Y | -24.5% | +21.7% | -46.2% | -42.0% |
| All | -24.5% | +21.8% | -46.3% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling