-14.8%
MEME vs VT
+17.4%
-32.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +4.3% |
| 7D | +11.0% | +1.0% | +10.0% | +7.0% |
| 30D | +4.3% | -0.2% | +4.6% | +5.6% |
| 3M | -17.2% | +4.5% | -21.7% | -26.8% |
| 6M | +37.2% | +14.1% | +23.2% | -4.6% |
| YTD | +34.8% | +14.8% | +20.0% | -8.9% |
| All | -14.8% | +17.4% | -32.2% | -45.4% |
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