+601.6%
VLO vs MET
+82.8%
+518.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.2% | +5.4% | +4.4% |
| 7D | +5.8% | +1.1% | +4.6% | +5.1% |
| 30D | +28.3% | -2.3% | +30.7% | +29.7% |
| 3M | +48.7% | +13.9% | +34.9% | +38.4% |
| 6M | +71.9% | +34.8% | +37.1% | +44.7% |
| YTD | +138.7% | +23.5% | +115.1% | +110.2% |
| 1Y | +148.5% | +23.4% | +125.1% | +117.6% |
| 3Y | +192.7% | +64.9% | +127.8% | +110.7% |
| 5Y | +601.6% | +82.0% | +519.6% | +355.4% |
| All | +601.6% | +82.8% | +518.9% | +355.4% |
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