+84.6%
MET vs VCIT
+19.2%
+65.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.4% | +1.1% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +4.8% | +1.1% | +3.7% | +4.2% |
| 3M | +6.2% | -1.4% | +7.6% | +6.9% |
| 6M | +33.8% | -2.3% | +36.1% | +35.2% |
| YTD | +33.3% | -1.8% | +35.1% | +34.3% |
| 1Y | +36.3% | -1.0% | +37.3% | +36.9% |
| 3Y | +84.6% | +19.3% | +65.3% | +70.3% |
| All | +84.6% | +19.2% | +65.4% | +70.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling