-20.3%
METW vs VT
+24.3%
-44.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.7% |
| 7D | -0.8% | -2.3% | +1.5% | +2.4% |
| 30D | -18.7% | -5.0% | -13.7% | -12.6% |
| 3M | +2.7% | -4.9% | +7.5% | +10.3% |
| 6M | -3.1% | -1.5% | -1.5% | -0.7% |
| YTD | -13.2% | +8.5% | -21.7% | -24.7% |
| 1Y | -6.7% | +11.4% | -18.0% | -22.6% |
| All | -20.3% | +24.3% | -44.6% | -45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling