+1,198.5%
MET vs VTRS
+72.6%
+1,125.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.9% | +1.4% |
| 7D | -2.5% | -3.3% | +0.8% | -1.3% |
| 30D | 0.0% | +1.4% | -1.4% | -0.6% |
| 3M | +13.1% | +4.6% | +8.4% | +10.7% |
| 6M | +39.0% | +18.1% | +20.9% | +29.6% |
| YTD | +25.2% | +34.7% | -9.5% | +10.7% |
| 1Y | +25.6% | +65.6% | -40.0% | +2.4% |
| 3Y | +67.1% | +83.8% | -16.7% | +26.6% |
| 5Y | +85.1% | +46.5% | +38.6% | +47.8% |
| 10Y | +245.5% | -48.6% | +294.1% | +264.3% |
| All | +1,198.5% | +72.6% | +1,125.9% | +620.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling