+12.2%
METC vs VT
+211.9%
-199.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | 0.0% | +6.9% | +6.9% |
| 7D | -0.8% | +0.4% | -1.2% | -1.5% |
| 30D | +42.9% | +1.0% | +41.9% | +41.2% |
| 3M | -22.6% | +2.4% | -25.0% | -24.5% |
| 6M | -16.7% | +12.0% | -28.7% | -27.3% |
| YTD | -26.7% | +15.3% | -42.0% | -38.2% |
| 1Y | -47.2% | +22.6% | -69.7% | -58.7% |
| 3Y | +73.5% | +74.7% | -1.1% | -12.3% |
| 5Y | +55.0% | +66.1% | -11.1% | -16.2% |
| All | +12.2% | +211.9% | -199.6% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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