+85.1%
MET vs VSXY
+15.5%
+69.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.5% |
| 7D | -2.5% | -0.3% | -2.1% | -2.5% |
| 30D | 0.0% | -22.1% | +22.0% | +2.7% |
| 3M | +13.1% | -1.1% | +14.2% | +12.5% |
| 6M | +39.0% | +53.8% | -14.8% | +28.5% |
| YTD | +25.2% | +35.5% | -10.3% | +17.1% |
| 1Y | +25.6% | +186.0% | -160.4% | +4.9% |
| 3Y | +67.1% | +343.2% | -276.1% | +19.7% |
| 5Y | +85.1% | +19.0% | +66.1% | +62.4% |
| All | +85.1% | +15.5% | +69.6% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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