+38.6%
METV vs VT
+66.8%
-28.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.5% |
| 7D | +0.5% | +2.9% | -2.4% | -3.9% |
| 30D | -3.6% | -2.5% | -1.1% | +0.1% |
| 3M | +9.2% | -3.3% | +12.5% | +15.0% |
| 6M | +11.3% | +1.5% | +9.8% | +8.4% |
| YTD | +11.1% | +11.4% | -0.2% | -6.5% |
| 1Y | +4.5% | +11.9% | -7.4% | -12.7% |
| 3Y | +103.1% | +73.9% | +29.3% | -17.0% |
| 5Y | +27.4% | +57.9% | -30.5% | -36.4% |
| All | +38.6% | +66.8% | -28.2% | -35.1% |
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