+135.1%
VGT vs MET
+82.5%
+52.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -1.5% |
| 7D | -1.0% | -2.5% | +1.4% | 0.0% |
| 30D | -0.4% | 0.0% | -0.4% | -0.5% |
| 3M | +6.6% | +13.1% | -6.4% | +0.4% |
| 6M | +31.0% | +39.0% | -8.0% | +11.8% |
| YTD | +27.2% | +25.2% | +2.1% | +13.6% |
| 1Y | +34.5% | +25.6% | +8.8% | +19.4% |
| 3Y | +123.1% | +67.1% | +56.1% | +70.1% |
| 5Y | +135.1% | +85.1% | +50.0% | +71.8% |
| All | +135.1% | +82.5% | +52.6% | +71.8% |
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