+78.8%
MET vs ROIV
+314.9%
-236.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.2% | -7.7% | -2.3% |
| 7D | -1.2% | +5.3% | -6.5% | -1.9% |
| 30D | +3.2% | +11.9% | -8.7% | +1.7% |
| 3M | -1.1% | +10.7% | -11.8% | -2.9% |
| 6M | +25.0% | +34.9% | -9.9% | +17.9% |
| YTD | +27.9% | +79.2% | -51.3% | +13.1% |
| 1Y | +32.9% | +89.0% | -56.1% | +15.8% |
| 3Y | +78.8% | +337.3% | -258.6% | +23.6% |
| All | +78.8% | +314.9% | -236.2% | +23.6% |
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