+72.2%
V vs MET
+85.3%
-13.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.7% | -0.3% |
| 7D | -1.7% | +1.2% | -2.9% | -2.2% |
| 30D | +2.0% | +1.4% | +0.5% | +1.3% |
| 3M | +17.4% | +17.7% | -0.3% | +9.1% |
| 6M | +17.5% | +35.0% | -17.5% | +2.7% |
| YTD | +7.6% | +26.3% | -18.7% | -3.4% |
| 1Y | +7.7% | +22.8% | -15.1% | -2.2% |
| 3Y | +54.7% | +65.9% | -11.3% | +21.0% |
| All | +72.2% | +85.3% | -13.2% | +26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling