+23.6%
VRT vs MET
+31.9%
-8.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.8% | -4.4% | -3.7% |
| 7D | +10.5% | +4.5% | +6.0% | +9.9% |
| 30D | -9.3% | +3.5% | -12.9% | -9.6% |
| 3M | -29.6% | +5.9% | -35.5% | -29.9% |
| 6M | -45.4% | +33.1% | -78.4% | -49.7% |
| YTD | +24.8% | +33.6% | -8.8% | +12.3% |
| 1Y | +23.6% | +32.7% | -9.1% | +10.8% |
| All | +23.6% | +31.9% | -8.3% | +10.8% |
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 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