+35.9%
MET vs VCIT
-1.2%
+37.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | 0.0% | -0.5% | +0.5% | +0.4% |
| 30D | +3.4% | +1.0% | +2.4% | +2.5% |
| 3M | +7.0% | -1.4% | +8.4% | +8.0% |
| 6M | +34.6% | -2.1% | +36.7% | +36.7% |
| YTD | +34.0% | -1.8% | +35.7% | +33.1% |
| 1Y | +35.9% | -1.4% | +37.3% | +34.0% |
| All | +35.9% | -1.2% | +37.1% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling