+82.3%
MET vs VO
+42.2%
+40.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +1.0% |
| 7D | -0.8% | -0.6% | -0.2% | -0.2% |
| 30D | -1.4% | -1.9% | +0.5% | +0.5% |
| 3M | +12.5% | +3.3% | +9.3% | +9.0% |
| 6M | +37.1% | +9.7% | +27.4% | +25.3% |
| YTD | +23.8% | +12.6% | +11.2% | +10.4% |
| 1Y | +24.1% | +13.6% | +10.5% | +9.8% |
| 3Y | +65.2% | +56.8% | +8.4% | +11.2% |
| 5Y | +82.3% | +42.3% | +40.0% | +29.6% |
| All | +82.3% | +42.2% | +40.0% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling