+144.7%
MET vs ROIV
+232.7%
-88.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.7% |
| 7D | +1.2% | +0.6% | +0.5% | +1.1% |
| 30D | +1.4% | +1.0% | +0.5% | +1.3% |
| 3M | +17.7% | +18.3% | -0.6% | +16.4% |
| 6M | +35.0% | +18.3% | +16.7% | +33.3% |
| YTD | +26.3% | +61.0% | -34.7% | +22.2% |
| 1Y | +22.8% | +177.9% | -155.1% | +15.0% |
| 3Y | +65.9% | +199.1% | -133.1% | +53.6% |
| 5Y | +85.4% | +250.7% | -165.3% | +61.7% |
| All | +144.7% | +232.7% | -88.0% | +112.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling