-95.0%
MERC vs VOO
+75.9%
-170.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.8% |
| 7D | +5.6% | -2.0% | +7.5% | +8.4% |
| 30D | -24.0% | -1.7% | -22.3% | -22.3% |
| 3M | -55.3% | +4.7% | -60.0% | -57.8% |
| 6M | -77.2% | +12.6% | -89.8% | -80.5% |
| YTD | -80.8% | +11.8% | -92.6% | -83.3% |
| 1Y | -87.5% | +17.5% | -105.1% | -89.8% |
| All | -95.0% | +75.9% | -170.9% | -97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling