-7.5%
IGV vs MET
+35.0%
-42.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | +0.4% |
| 7D | -7.5% | +3.9% | -11.3% | -8.3% |
| 30D | -5.6% | +6.8% | -12.4% | -7.3% |
| 3M | +1.5% | +7.7% | -6.1% | -0.6% |
| 6M | +17.1% | +32.9% | -15.8% | +6.9% |
| YTD | -2.0% | +33.9% | -35.9% | -11.5% |
| 1Y | -7.5% | +33.0% | -40.5% | -16.6% |
| All | -7.5% | +35.0% | -42.5% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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