+1,181.4%
MET vs VTR
+9,569.9%
-8,388.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.7% | -2.0% |
| 7D | +1.1% | -2.4% | +3.5% | +2.3% |
| 30D | -2.3% | -3.7% | +1.4% | -0.8% |
| 3M | +13.9% | +13.5% | +0.3% | +7.0% |
| 6M | +34.8% | +7.2% | +27.6% | +29.5% |
| YTD | +23.5% | +17.6% | +6.0% | +13.6% |
| 1Y | +23.4% | +35.4% | -12.0% | +6.0% |
| 3Y | +64.9% | +132.8% | -68.0% | +7.9% |
| 5Y | +82.0% | +88.7% | -6.6% | +28.1% |
| 10Y | +244.4% | +87.6% | +156.7% | +109.7% |
| All | +1,181.4% | +9,569.9% | -8,388.6% | +174.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling