+2,723.0%
VRT vs MET
+180.3%
+2,542.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +6.0% | +5.2% |
| 7D | +9.1% | +1.2% | +8.0% | +8.4% |
| 30D | +0.9% | +1.4% | -0.5% | 0.0% |
| 3M | -13.4% | +17.7% | -31.1% | -21.4% |
| 6M | +11.7% | +35.0% | -23.3% | -6.1% |
| YTD | +73.2% | +26.3% | +47.0% | +50.5% |
| 1Y | +123.4% | +22.8% | +100.6% | +96.1% |
| 3Y | +606.2% | +65.9% | +540.2% | +431.0% |
| 5Y | +899.9% | +85.4% | +814.5% | +629.0% |
| All | +2,723.0% | +180.3% | +2,542.7% | +1,480.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling