-89.4%
MREO price history and return analytics
+65.7%
-155.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +0.9% | +13.4% | +13.0% |
| 7D | +12.0% | -1.1% | +13.1% | +13.9% |
| 30D | -7.6% | -1.0% | -6.6% | -6.3% |
| 3M | -10.3% | +3.2% | -13.4% | -14.5% |
| 6M | -29.8% | +12.5% | -42.3% | -41.3% |
| YTD | -32.9% | +14.1% | -46.9% | -45.0% |
| 1Y | -84.6% | +18.9% | -103.5% | -87.6% |
| 3Y | -79.7% | +74.1% | -153.8% | -90.5% |
| All | -89.4% | +65.7% | -155.1% | -94.1% |
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