+109.6%
VRT vs MET
+23.2%
+86.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.2% | -9.8% | -9.6% |
| 7D | +2.4% | -0.8% | +3.2% | +2.4% |
| 30D | -2.7% | -1.4% | -1.3% | -2.6% |
| 3M | -9.2% | +12.5% | -21.7% | -11.4% |
| 6M | -0.5% | +37.1% | -37.6% | -11.0% |
| YTD | +62.3% | +23.8% | +38.6% | +49.6% |
| 1Y | +109.6% | +24.1% | +85.4% | +90.4% |
| All | +109.6% | +23.2% | +86.4% | +90.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling