-22.2%
MEC price history and return analytics
+146.7%
-168.8%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.3% | -8.1% | -8.0% |
| 7D | -2.3% | +2.4% | -4.6% | -4.9% |
| 30D | -10.7% | -1.5% | -9.2% | -7.9% |
| 3M | -45.2% | -4.1% | -41.1% | -41.6% |
| 6M | -50.0% | +0.6% | -50.6% | -49.4% |
| YTD | -31.5% | +11.0% | -42.6% | -38.3% |
| 1Y | -20.9% | +13.3% | -34.3% | -30.3% |
| 3Y | +10.1% | +73.4% | -63.3% | -42.5% |
| 5Y | -24.3% | +57.4% | -81.8% | -55.2% |
| All | -22.2% | +146.7% | -168.8% | -75.1% |
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