+213.7%
VT vs MET
+222.3%
-8.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.8% |
| 7D | -2.3% | -1.2% | -1.1% | -1.8% |
| 30D | -5.0% | +3.2% | -8.2% | -6.2% |
| 3M | -4.9% | -1.1% | -3.8% | -4.7% |
| 6M | -1.5% | +25.0% | -26.6% | -10.5% |
| YTD | +8.5% | +27.9% | -19.4% | -2.6% |
| 1Y | +11.4% | +32.9% | -21.5% | -1.7% |
| 3Y | +70.1% | +78.8% | -8.7% | +30.7% |
| 5Y | +53.7% | +79.6% | -25.8% | +16.4% |
| All | +213.7% | +222.3% | -8.6% | +80.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling