+82.3%
MET vs VRSN
+30.8%
+51.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.3% |
| 7D | -0.8% | -1.0% | +0.3% | -0.5% |
| 30D | -1.4% | -1.9% | +0.5% | -0.9% |
| 3M | +12.5% | +1.4% | +11.1% | +11.8% |
| 6M | +37.1% | +19.0% | +18.0% | +29.1% |
| YTD | +23.8% | +19.2% | +4.6% | +16.1% |
| 1Y | +24.1% | +1.7% | +22.4% | +22.5% |
| 3Y | +65.2% | +41.4% | +23.8% | +44.2% |
| 5Y | +82.3% | +31.7% | +50.6% | +61.1% |
| All | +82.3% | +30.8% | +51.5% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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