+85.7%
MET vs ROIV
+380.3%
-294.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +0.8% |
| 7D | +4.5% | +1.7% | +2.8% | +4.3% |
| 30D | +3.5% | +17.6% | -14.0% | +2.5% |
| 3M | +5.9% | +9.0% | -3.0% | +5.2% |
| 6M | +33.1% | +35.3% | -2.2% | +29.9% |
| YTD | +33.6% | +82.2% | -48.6% | +27.5% |
| 1Y | +32.7% | +92.3% | -59.6% | +26.1% |
| 3Y | +85.0% | +336.8% | -251.7% | +66.5% |
| All | +85.7% | +380.3% | -294.6% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling