+647.0%
VRT vs MET
+86.5%
+560.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.5% | +6.2% | +7.0% |
| 7D | -10.6% | +1.3% | -11.9% | -11.3% |
| 30D | -17.4% | +4.0% | -21.4% | -19.9% |
| 3M | -26.4% | +4.6% | -31.0% | -29.3% |
| 6M | -41.0% | +32.8% | -73.8% | -54.2% |
| YTD | +23.8% | +32.3% | -8.5% | -4.3% |
| 1Y | +11.6% | +37.1% | -25.5% | -16.7% |
| 3Y | +403.5% | +86.8% | +316.7% | +170.8% |
| 5Y | +647.0% | +87.4% | +559.7% | +331.9% |
| All | +647.0% | +86.5% | +560.5% | +331.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling