-70.8%
MEI price history and return analytics
+57.5%
-128.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -1.5% |
| 7D | -21.1% | -0.1% | -20.9% | -19.7% |
| 30D | -23.5% | -3.1% | -20.4% | -18.0% |
| 3M | -27.3% | -3.5% | -23.8% | -21.6% |
| 6M | +24.0% | +0.5% | +23.5% | +28.2% |
| YTD | +82.3% | +10.8% | +71.6% | +66.6% |
| 1Y | +79.4% | +11.9% | +67.5% | +61.8% |
| 3Y | -42.3% | +73.0% | -115.3% | -67.0% |
| 5Y | -70.8% | +58.6% | -129.4% | -82.6% |
| All | -70.8% | +57.5% | -128.4% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling