-15.4%
METW vs VT
+27.2%
-42.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +4.0% |
| 7D | +5.9% | +2.4% | +3.5% | +2.5% |
| 30D | -15.9% | -1.5% | -14.4% | -14.0% |
| 3M | +8.0% | -4.1% | +12.1% | +14.7% |
| 6M | +2.3% | +0.6% | +1.7% | +1.8% |
| YTD | -7.8% | +11.0% | -18.9% | -22.6% |
| 1Y | +1.1% | +13.3% | -12.2% | -17.8% |
| All | -15.4% | +27.2% | -42.6% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling