+38.7%
METV vs VT
+62.5%
-23.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.2% |
| 7D | +5.1% | -2.3% | +7.4% | +8.8% |
| 30D | -2.0% | -5.0% | +3.0% | +6.0% |
| 3M | +10.2% | -4.9% | +15.1% | +19.0% |
| 6M | +11.4% | -1.5% | +13.0% | +13.9% |
| YTD | +11.2% | +8.5% | +2.7% | -2.4% |
| 1Y | +6.0% | +11.4% | -5.4% | -10.8% |
| 3Y | +111.6% | +70.1% | +41.6% | -10.4% |
| 5Y | +33.1% | +53.7% | -20.6% | -30.6% |
| All | +38.7% | +62.5% | -23.8% | -32.3% |
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 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