-52.0%
MEI price history and return analytics
+226.9%
-278.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -1.7% |
| 7D | -11.3% | -2.0% | -9.3% | -8.7% |
| 30D | -18.9% | -1.4% | -17.4% | -17.3% |
| 3M | +29.2% | +4.7% | +24.5% | +22.6% |
| 6M | +140.1% | +11.4% | +128.7% | +113.4% |
| YTD | +108.2% | +13.1% | +95.1% | +82.1% |
| 1Y | +67.7% | +19.0% | +48.7% | +37.9% |
| 3Y | -34.5% | +73.9% | -108.4% | -64.8% |
| 5Y | -63.5% | +65.4% | -128.9% | -79.2% |
| All | -52.0% | +226.9% | -278.8% | -87.4% |
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