+313.7%
IVV vs MET
+247.1%
+66.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.3% |
| 7D | +0.5% | +1.1% | -0.6% | 0.0% |
| 30D | -1.0% | -2.3% | +1.4% | -0.1% |
| 3M | +3.9% | +13.9% | -10.0% | -2.0% |
| 6M | +14.5% | +34.8% | -20.3% | +0.4% |
| YTD | +12.9% | +23.5% | -10.6% | +2.4% |
| 1Y | +19.4% | +23.4% | -4.0% | +8.0% |
| 3Y | +78.8% | +64.9% | +13.9% | +40.6% |
| 5Y | +82.2% | +82.0% | +0.1% | +35.5% |
| 10Y | +313.7% | +244.4% | +69.3% | +120.3% |
| All | +313.7% | +247.1% | +66.6% | +120.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling