+228.7%
VTV vs MET
+249.3%
-20.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | +0.6% |
| 7D | -1.1% | -0.5% | -0.6% | -0.9% |
| 30D | -1.0% | +0.5% | -1.5% | -1.3% |
| 3M | +4.6% | +11.6% | -7.0% | -0.7% |
| 6M | +13.5% | +40.8% | -27.3% | -3.3% |
| YTD | +18.5% | +25.7% | -7.2% | +5.9% |
| 1Y | +22.9% | +24.4% | -1.5% | +10.1% |
| 3Y | +67.8% | +67.5% | +0.4% | +28.5% |
| 5Y | +81.8% | +85.8% | -4.0% | +30.1% |
| All | +228.7% | +249.3% | -20.6% | +64.2% |
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 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