-61.9%
METCB vs VT
+69.7%
-131.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.2% | +5.7% | +5.7% |
| 7D | -5.6% | -2.3% | -3.3% | -3.1% |
| 30D | -10.8% | -5.0% | -5.8% | -5.7% |
| 3M | -35.6% | -4.9% | -30.7% | -31.9% |
| 6M | -64.2% | -1.5% | -62.6% | -63.6% |
| YTD | -66.0% | +8.5% | -74.5% | -68.8% |
| 1Y | -74.1% | +11.4% | -85.5% | -76.8% |
| 3Y | -61.9% | +70.1% | -132.0% | -64.3% |
| All | -61.9% | +69.7% | -131.7% | -64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling