+19.4%
MEC price history and return analytics
+153.3%
-133.9%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.2% |
| 7D | +2.3% | -0.1% | +2.4% | +2.4% |
| 30D | -14.1% | -0.7% | -13.4% | -13.4% |
| 3M | -43.4% | +4.0% | -47.4% | -45.7% |
| 6M | +4.4% | +12.3% | -7.9% | -8.4% |
| YTD | +5.1% | +14.0% | -9.0% | -9.6% |
| 1Y | +36.6% | +20.3% | +16.3% | +10.3% |
| 3Y | +78.0% | +75.4% | +2.6% | -9.6% |
| 5Y | +38.1% | +66.0% | -27.8% | -24.6% |
| All | +19.4% | +153.3% | -133.9% | -63.5% |
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