+15.5%
VRT vs MET
+36.6%
-21.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.8% | +6.3% |
| 7D | +0.5% | 0.0% | +0.4% | +0.3% |
| 30D | -13.7% | +3.4% | -17.1% | -13.9% |
| 3M | -26.7% | +7.0% | -33.7% | -27.1% |
| 6M | -43.8% | +34.6% | -78.5% | -48.2% |
| YTD | +27.6% | +34.0% | -6.4% | +15.3% |
| 1Y | +15.5% | +35.9% | -20.5% | +3.1% |
| All | +15.5% | +36.6% | -21.1% | +3.1% |
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