-43.9%
METU vs VT
+20.4%
-64.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -0.6% | +13.6% | +14.3% |
| 7D | +20.6% | -0.1% | +20.7% | +20.8% |
| 30D | +18.1% | -0.7% | +18.7% | +19.9% |
| 3M | +15.4% | +4.0% | +11.4% | +5.9% |
| 6M | -12.4% | +12.3% | -24.7% | -35.8% |
| YTD | -19.3% | +14.0% | -33.3% | -42.8% |
| 1Y | -43.9% | +20.3% | -64.2% | -61.9% |
| All | -43.9% | +20.4% | -64.4% | -61.9% |
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