+82.0%
MET vs VSH
+65.5%
+16.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -2.0% |
| 7D | +1.1% | +6.2% | -5.1% | 0.0% |
| 30D | -2.3% | -11.1% | +8.8% | -0.4% |
| 3M | +13.9% | -44.9% | +58.8% | +25.8% |
| 6M | +34.8% | +90.0% | -55.2% | +4.3% |
| YTD | +23.5% | +118.8% | -95.3% | -8.8% |
| 1Y | +23.4% | +109.0% | -85.6% | -8.5% |
| 3Y | +64.9% | +35.6% | +29.2% | +33.3% |
| 5Y | +82.0% | +66.7% | +15.3% | +31.2% |
| All | +82.0% | +65.5% | +16.5% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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