+75.8%
VT vs MET
+85.5%
-9.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.5% | -0.9% | +1.5% |
| 7D | +0.4% | +1.3% | -1.0% | 0.0% |
| 30D | -2.6% | +4.0% | -6.6% | -3.9% |
| 3M | -3.2% | +4.6% | -7.8% | -4.8% |
| 6M | +0.9% | +32.8% | -31.9% | -8.9% |
| YTD | +11.3% | +32.3% | -21.0% | +0.2% |
| 1Y | +14.0% | +37.1% | -23.1% | +1.1% |
| 3Y | +75.8% | +86.8% | -11.0% | +38.4% |
| All | +75.8% | +85.5% | -9.6% | +38.4% |
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