+59.4%
VEA vs MET
+82.5%
-23.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.4% | -1.6% |
| 7D | -2.1% | -2.5% | +0.4% | -1.2% |
| 30D | -1.1% | 0.0% | -1.0% | -1.1% |
| 3M | +5.1% | +13.1% | -8.0% | +0.3% |
| 6M | +9.8% | +39.0% | -29.2% | -3.0% |
| YTD | +15.9% | +25.2% | -9.3% | +6.1% |
| 1Y | +24.6% | +25.6% | -1.1% | +13.5% |
| 3Y | +75.5% | +67.1% | +8.5% | +39.4% |
| 5Y | +59.4% | +85.1% | -25.7% | +20.9% |
| All | +59.4% | +82.5% | -23.2% | +20.9% |
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