-15.1%
MEC price history and return analytics
+147.4%
-162.4%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | +7.2% | +2.9% | +4.3% | +3.7% |
| 30D | -5.2% | -2.5% | -2.7% | -1.1% |
| 3M | -40.2% | -3.3% | -36.8% | -36.8% |
| 6M | -47.3% | +1.5% | -48.8% | -47.3% |
| YTD | -25.3% | +11.4% | -36.6% | -32.9% |
| 1Y | -15.6% | +11.9% | -27.5% | -24.5% |
| 3Y | +22.6% | +73.9% | -51.3% | -36.3% |
| 5Y | -17.4% | +57.9% | -75.3% | -51.3% |
| All | -15.1% | +147.4% | -162.4% | -73.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling