+67.3%
MET vs ROIV
+200.3%
-133.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.8% |
| 7D | +1.2% | +0.6% | +0.5% | +1.1% |
| 30D | +1.4% | +1.0% | +0.5% | +1.2% |
| 3M | +17.7% | +18.3% | -0.6% | +14.6% |
| 6M | +35.0% | +18.3% | +16.7% | +31.0% |
| YTD | +26.3% | +61.0% | -34.7% | +16.5% |
| 1Y | +22.8% | +177.9% | -155.1% | +2.9% |
| All | +67.3% | +200.3% | -133.0% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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