+6,770.4%
MELI vs VYM
+464.8%
+6,305.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -1.4% |
| 7D | -4.1% | -0.8% | -3.3% | -3.0% |
| 30D | +3.8% | -2.2% | +6.0% | +7.0% |
| 3M | +17.8% | +3.1% | +14.8% | +12.9% |
| 6M | +7.4% | +9.7% | -2.3% | -5.5% |
| YTD | -5.8% | +14.9% | -20.7% | -22.3% |
| 1Y | -18.9% | +17.6% | -36.4% | -35.2% |
| 3Y | +33.3% | +65.3% | -32.0% | -34.8% |
| 5Y | +2.7% | +78.7% | -76.0% | -52.4% |
| 10Y | +962.9% | +208.2% | +754.7% | +114.5% |
| All | +6,770.4% | +464.8% | +6,305.6% | +613.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling