+403.5%
VRT vs MET
+85.5%
+318.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.5% | +6.2% | +7.7% |
| 7D | -10.6% | +1.3% | -11.9% | -11.1% |
| 30D | -17.4% | +4.0% | -21.4% | -19.2% |
| 3M | -26.4% | +4.6% | -31.0% | -28.4% |
| 6M | -41.0% | +32.8% | -73.8% | -51.4% |
| YTD | +23.8% | +32.3% | -8.5% | +1.7% |
| 1Y | +11.6% | +37.1% | -25.5% | -11.0% |
| 3Y | +403.5% | +86.8% | +316.7% | +231.3% |
| All | +403.5% | +85.5% | +318.0% | +231.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling