+217.8%
VLO vs MET
+86.1%
+131.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.5% |
| 7D | -0.4% | 0.0% | -0.5% | -0.4% |
| 30D | -16.6% | +3.4% | -20.0% | -17.8% |
| 3M | +12.3% | +7.0% | +5.3% | +9.0% |
| 6M | +47.8% | +34.6% | +13.2% | +29.6% |
| YTD | +126.7% | +34.0% | +92.8% | +98.4% |
| 1Y | +105.4% | +35.9% | +69.4% | +77.8% |
| All | +217.8% | +86.1% | +131.7% | +132.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling