+9.5%
MEMA vs VOO
+12.4%
-2.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.1% | -2.1% |
| 7D | -3.5% | -0.7% | -2.8% | -2.4% |
| 30D | -12.4% | -1.1% | -11.4% | -10.7% |
| 3M | -7.8% | -0.3% | -7.4% | -7.1% |
| 6M | -8.1% | +7.4% | -15.4% | -17.2% |
| YTD | +9.4% | +13.4% | -4.0% | -9.4% |
| All | +9.5% | +12.4% | -2.9% | -8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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