-97.6%
MERC price history and return analytics
+57.5%
-155.1%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | +12.5% | -0.1% | +12.6% | +12.4% |
| 30D | -1.6% | -3.1% | +1.5% | +2.8% |
| 3M | -53.7% | -3.5% | -50.2% | -51.6% |
| 6M | -75.9% | +0.5% | -76.4% | -76.0% |
| YTD | -88.1% | +10.8% | -98.9% | -89.3% |
| 1Y | -86.7% | +11.9% | -98.6% | -88.2% |
| 3Y | -97.2% | +73.0% | -170.2% | -98.4% |
| 5Y | -97.6% | +58.6% | -156.2% | -98.5% |
| All | -97.6% | +57.5% | -155.1% | -98.5% |
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