+4.5%
MESO vs VT
+58.5%
-54.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.2% |
| 7D | -7.1% | +2.9% | -10.0% | -10.8% |
| 30D | -5.8% | -2.5% | -3.2% | -2.6% |
| 3M | -21.9% | -3.3% | -18.6% | -18.2% |
| 6M | -9.3% | +1.5% | -10.8% | -11.5% |
| YTD | -27.4% | +11.4% | -38.7% | -37.9% |
| 1Y | -16.6% | +11.9% | -28.5% | -29.1% |
| 3Y | +432.5% | +73.9% | +358.6% | +148.7% |
| 5Y | +4.5% | +57.9% | -53.4% | -36.4% |
| All | +4.5% | +58.5% | -54.1% | -36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling