+32.9%
MET vs VG
+48.6%
-15.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.5% |
| 7D | -1.2% | -22.0% | +20.9% | -1.7% |
| 30D | +3.2% | -11.6% | +14.9% | +3.0% |
| 3M | -1.1% | -14.9% | +13.8% | -1.3% |
| 6M | +25.0% | -3.5% | +28.6% | +24.9% |
| YTD | +27.9% | +70.0% | -42.1% | +23.3% |
| 1Y | +32.9% | +50.0% | -17.1% | +29.6% |
| All | +32.9% | +48.6% | -15.8% | +29.6% |
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