-95.1%
MERC price history and return analytics
+76.6%
-171.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | -2.6% | +1.0% | -3.6% | -4.1% |
| 30D | -35.6% | -0.2% | -35.4% | -35.3% |
| 3M | -52.5% | +4.5% | -57.0% | -55.4% |
| 6M | -77.4% | +14.1% | -91.4% | -81.4% |
| YTD | -80.8% | +14.8% | -95.6% | -84.3% |
| 1Y | -88.1% | +21.2% | -109.3% | -91.0% |
| 3Y | -95.1% | +76.6% | -171.7% | -97.9% |
| All | -95.1% | +76.6% | -171.7% | -97.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling