+22.8%
MET vs VG
+14.1%
+8.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.6% |
| 7D | +1.2% | +1.7% | -0.5% | +1.1% |
| 30D | +1.4% | +16.0% | -14.6% | +1.4% |
| 3M | +17.7% | +9.7% | +8.0% | +17.5% |
| 6M | +35.0% | +29.6% | +5.4% | +33.1% |
| YTD | +26.3% | +112.0% | -85.7% | +21.3% |
| 1Y | +22.8% | +12.8% | +10.0% | +22.1% |
| All | +22.8% | +14.1% | +8.7% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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