+73.8%
MEI price history and return analytics
+11.9%
+61.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.5% | -4.0% |
| 7D | +9.9% | +2.4% | +7.6% | +3.6% |
| 30D | -16.7% | -1.5% | -15.2% | -10.2% |
| 3M | -29.0% | -4.1% | -24.9% | -18.1% |
| 6M | -14.1% | +0.6% | -14.7% | -11.1% |
| YTD | +81.9% | +11.0% | +70.8% | +58.0% |
| 1Y | +73.8% | +13.3% | +60.4% | +44.6% |
| All | +73.8% | +11.9% | +61.9% | +44.6% |
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