-89.5%
MERC vs VOO
+817.1%
-906.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.4% | +5.9% | +6.0% |
| 7D | -2.6% | +0.1% | -2.7% | -2.8% |
| 30D | -44.1% | +0.1% | -44.2% | -44.2% |
| 3M | -56.3% | +2.0% | -58.3% | -57.1% |
| 6M | -78.8% | +13.0% | -91.8% | -81.3% |
| YTD | -80.8% | +13.6% | -94.4% | -83.1% |
| 1Y | -88.1% | +20.1% | -108.2% | -90.1% |
| 3Y | -95.5% | +77.6% | -173.0% | -97.4% |
| 5Y | -96.2% | +82.4% | -178.6% | -97.9% |
| 10Y | -93.9% | +316.8% | -410.7% | -98.7% |
| All | -89.5% | +817.1% | -906.6% | -99.1% |
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