+644.6%
VRT vs MET
+66.4%
+578.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.2% | +5.8% | +4.9% |
| 7D | +13.6% | +1.1% | +12.5% | +12.7% |
| 30D | +6.8% | -2.3% | +9.1% | +8.0% |
| 3M | -3.2% | +13.9% | -17.1% | -11.9% |
| 6M | +20.3% | +34.8% | -14.5% | -3.0% |
| YTD | +79.6% | +23.5% | +56.1% | +53.0% |
| 1Y | +139.0% | +23.4% | +115.6% | +102.1% |
| 3Y | +644.6% | +64.9% | +579.7% | +434.4% |
| All | +644.6% | +66.4% | +578.2% | +434.4% |
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 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