-10.7%
METU vs VT
+48.9%
-59.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.5% | +0.3% |
| 7D | +11.9% | +1.0% | +10.9% | +9.2% |
| 30D | +5.6% | -0.2% | +5.8% | +6.5% |
| 3M | +1.9% | +4.5% | -2.7% | -9.9% |
| 6M | -21.9% | +14.1% | -35.9% | -45.7% |
| YTD | -28.6% | +14.8% | -43.3% | -51.2% |
| 1Y | -48.6% | +21.2% | -69.7% | -69.7% |
| All | -10.7% | +48.9% | -59.6% | -68.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling