-93.4%
MERC vs VOO
+800.4%
-893.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.4% | -7.3% | -7.3% |
| 7D | -7.7% | +2.6% | -10.3% | -10.5% |
| 30D | +41.2% | -2.0% | +43.2% | +44.8% |
| 3M | -52.0% | -2.8% | -49.2% | -50.5% |
| 6M | -70.4% | +2.2% | -72.5% | -70.9% |
| YTD | -87.9% | +11.5% | -99.4% | -89.1% |
| 1Y | -86.0% | +13.5% | -99.5% | -87.6% |
| 3Y | -97.1% | +78.1% | -175.2% | -98.4% |
| 5Y | -97.5% | +73.1% | -170.6% | -98.6% |
| 10Y | -96.1% | +310.7% | -406.8% | -99.1% |
| All | -93.4% | +800.4% | -893.8% | -99.4% |
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