+449.8%
VLO vs MET
+88.5%
+361.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -18.1% |
| 3M | +12.3% | +7.0% | +5.3% | +8.2% |
| 6M | +47.8% | +34.6% | +13.2% | +25.8% |
| YTD | +126.7% | +34.0% | +92.8% | +91.8% |
| 1Y | +105.4% | +35.9% | +69.4% | +71.8% |
| 3Y | +222.0% | +85.5% | +136.5% | +118.4% |
| 5Y | +449.8% | +87.8% | +362.1% | +259.8% |
| All | +449.8% | +88.5% | +361.3% | +259.8% |
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