+769.3%
VST vs MET
+85.3%
+684.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.6% | +5.1% | +4.3% |
| 7D | +8.9% | +1.2% | +7.8% | +8.3% |
| 30D | +6.2% | +1.4% | +4.8% | +5.4% |
| 3M | -2.7% | +17.7% | -20.4% | -10.5% |
| 6M | -8.4% | +35.0% | -43.3% | -21.4% |
| YTD | -7.2% | +26.3% | -33.5% | -18.0% |
| 1Y | -20.9% | +22.8% | -43.7% | -29.4% |
| 3Y | +384.0% | +65.9% | +318.1% | +274.9% |
| All | +769.3% | +85.3% | +684.0% | +549.2% |
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