+9.4%
MEMA vs VOO
+11.0%
-1.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.2% |
| 7D | +6.8% | +3.3% | +3.6% | +1.5% |
| 30D | -7.6% | -2.7% | -4.9% | -3.1% |
| 3M | -8.1% | -1.7% | -6.4% | -5.1% |
| 6M | -10.0% | +3.1% | -13.1% | -13.7% |
| YTD | +9.2% | +11.9% | -2.8% | -7.6% |
| All | +9.4% | +11.0% | -1.7% | -6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling