+33.0%
MET vs VTR
+22.5%
+10.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.5% | -0.3% | +1.9% |
| 7D | +3.9% | +10.0% | -6.2% | +2.6% |
| 30D | +6.8% | +9.6% | -2.8% | +5.6% |
| 3M | +7.7% | -1.2% | +8.9% | +7.5% |
| 6M | +32.9% | +2.8% | +30.1% | +31.0% |
| YTD | +33.9% | +17.4% | +16.5% | +37.2% |
| 1Y | +33.0% | +22.0% | +11.0% | +37.6% |
| All | +33.0% | +22.5% | +10.5% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling