+293.8%
TRV vs MET
+248.0%
+45.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | -1.5% | -2.5% | +1.0% | -0.3% |
| 30D | -1.8% | 0.0% | -1.8% | -1.8% |
| 3M | +21.6% | +13.1% | +8.5% | +14.3% |
| 6M | +22.5% | +39.0% | -16.5% | +3.9% |
| YTD | +28.1% | +25.2% | +3.0% | +13.9% |
| 1Y | +37.0% | +25.6% | +11.4% | +21.3% |
| 3Y | +141.9% | +67.1% | +74.8% | +82.1% |
| 5Y | +158.5% | +85.1% | +73.4% | +81.6% |
| All | +293.8% | +248.0% | +45.8% | +98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 10y: compounded portfolio wealth divided by compounded MET 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…
10y analysis · Full analysis span regression · 6 months rolling