+57.9%
VT vs MET
+85.7%
-27.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | +2.9% | +2.1% | +0.8% | +2.1% |
| 30D | -2.5% | +1.8% | -4.3% | -3.2% |
| 3M | -3.3% | +6.0% | -9.3% | -5.6% |
| 6M | +1.5% | +31.1% | -29.6% | -9.2% |
| YTD | +11.4% | +32.6% | -21.2% | -1.3% |
| 1Y | +11.9% | +30.5% | -18.6% | -0.3% |
| 3Y | +73.9% | +83.6% | -9.7% | +30.8% |
| 5Y | +57.9% | +84.2% | -26.3% | +18.1% |
| All | +57.9% | +85.7% | -27.8% | +18.1% |
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