+82.7%
MET vs VTRS
+47.1%
+35.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -0.5% | -2.2% | +1.7% | +0.2% |
| 30D | +0.5% | +3.3% | -2.8% | -0.5% |
| 3M | +11.6% | +2.0% | +9.6% | +10.5% |
| 6M | +40.8% | +19.9% | +20.8% | +32.1% |
| YTD | +25.7% | +35.7% | -10.1% | +13.0% |
| 1Y | +24.4% | +68.1% | -43.7% | +4.2% |
| 3Y | +67.5% | +87.1% | -19.6% | +28.8% |
| All | +82.7% | +47.1% | +35.6% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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