-6.7%
METW vs VT
+10.5%
-17.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.7% |
| 7D | -0.8% | -2.3% | +1.5% | +2.2% |
| 30D | -18.7% | -5.0% | -13.7% | -12.9% |
| 3M | +2.7% | -4.9% | +7.5% | +10.0% |
| 6M | -3.1% | -1.5% | -1.5% | -0.6% |
| YTD | -13.2% | +8.5% | -21.7% | -23.9% |
| 1Y | -6.7% | +11.4% | -18.0% | -20.6% |
| All | -6.7% | +10.5% | -17.2% | -20.6% |
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 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