-16.3%
MEC price history and return analytics
+13.0%
-29.3%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | +2.7% |
| 7D | -10.5% | +0.4% | -10.9% | -9.7% |
| 30D | -6.6% | -2.6% | -4.0% | -0.9% |
| 3M | -41.6% | -3.2% | -38.4% | -37.4% |
| 6M | -48.1% | +0.9% | -49.1% | -47.5% |
| YTD | -24.6% | +11.3% | -35.9% | -35.1% |
| All | -16.3% | +13.0% | -29.3% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling