-41.6%
MEME vs VT
+13.6%
-55.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.8% | -2.0% |
| 7D | +4.2% | +2.4% | +1.8% | -3.5% |
| 30D | -22.8% | -1.5% | -21.3% | -17.0% |
| 3M | -32.1% | -4.1% | -28.0% | -19.0% |
| 6M | -44.5% | +0.6% | -45.0% | -41.6% |
| YTD | -7.6% | +11.0% | -18.6% | -28.0% |
| 1Y | -12.0% | +13.3% | -25.3% | -36.3% |
| All | -41.6% | +13.6% | -55.2% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling