+33.1%
MET vs VSH
-26.5%
+59.6%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +0.7% |
| 7D | +4.5% | +14.3% | -9.9% | +4.8% |
| 30D | +3.5% | -7.9% | +11.4% | +3.1% |
| 3M | +5.9% | -19.9% | +25.8% | +4.9% |
| 6M | +33.1% | -30.5% | +63.6% | +31.9% |
| All | +33.1% | -26.5% | +59.6% | +31.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling