+67.7%
V vs MELI
-1.3%
+69.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +0.1% |
| 7D | -2.9% | -6.5% | +3.6% | -1.7% |
| 30D | +1.9% | +2.8% | -1.0% | +1.2% |
| 3M | +13.2% | +14.3% | -1.1% | +10.3% |
| 6M | +16.7% | +6.0% | +10.7% | +14.7% |
| YTD | +5.4% | -6.8% | +12.2% | +5.8% |
| 1Y | +7.7% | -20.9% | +28.6% | +10.8% |
| 3Y | +52.0% | +31.4% | +20.6% | +38.3% |
| 5Y | +67.7% | -0.4% | +68.1% | +51.1% |
| All | +67.7% | -1.3% | +69.1% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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