-9.0%
METD vs VT
+10.5%
-19.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.6% |
| 7D | +0.5% | -2.3% | +2.8% | -1.8% |
| 30D | +17.1% | -5.0% | +22.1% | +11.1% |
| 3M | -6.7% | -4.9% | -1.8% | -11.1% |
| 6M | -6.7% | -1.5% | -5.1% | -7.7% |
| YTD | -3.3% | +8.5% | -11.8% | +11.2% |
| 1Y | -9.0% | +11.4% | -20.4% | +7.4% |
| All | -9.0% | +10.5% | -19.5% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling