+85.1%
MET vs VTR
+90.0%
-4.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | 0.0% | +0.8% |
| 7D | -2.5% | -1.8% | -0.7% | -1.9% |
| 30D | 0.0% | +4.0% | -4.0% | -1.2% |
| 3M | +13.1% | +7.8% | +5.2% | +10.1% |
| 6M | +39.0% | +6.4% | +32.6% | +35.6% |
| YTD | +25.2% | +18.3% | +6.9% | +17.8% |
| 1Y | +25.6% | +33.9% | -8.3% | +13.1% |
| 3Y | +67.1% | +134.3% | -67.2% | +21.3% |
| 5Y | +85.1% | +90.3% | -5.1% | +43.8% |
| All | +85.1% | +90.0% | -4.9% | +43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling