-8.0%
MESO vs VT
+12.5%
-20.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.5% |
| 7D | -5.3% | -0.1% | -5.1% | -5.5% |
| 30D | -2.1% | -3.1% | +1.0% | +1.7% |
| 3M | -16.1% | -3.5% | -12.6% | -12.2% |
| 6M | -5.1% | +0.5% | -5.6% | -5.8% |
| YTD | -22.5% | +10.8% | -33.2% | -33.7% |
| 1Y | -8.0% | +11.9% | -19.9% | -22.8% |
| All | -8.0% | +12.5% | -20.5% | -22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling