+21.0%
MEAR price history and return analytics
+211.8%
-190.7%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | 0.0% | -2.3% | +2.3% | 0.0% |
| 30D | +1.0% | -5.0% | +6.0% | +1.1% |
| 3M | +0.3% | -4.9% | +5.2% | +0.4% |
| 6M | +0.7% | -1.5% | +2.3% | +0.8% |
| YTD | +1.6% | +8.5% | -6.9% | +1.5% |
| 1Y | +2.1% | +11.4% | -9.3% | +2.0% |
| 3Y | +10.1% | +70.1% | -59.9% | +9.7% |
| 5Y | +13.3% | +53.7% | -40.4% | +12.9% |
| 10Y | +20.1% | +220.0% | -199.9% | +19.1% |
| All | +21.0% | +211.8% | -190.7% | +20.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling