+379.6%
META vs VO
+194.3%
+185.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.2% |
| 7D | +6.7% | -0.3% | +7.0% | +7.0% |
| 30D | +4.8% | -0.3% | +5.1% | +5.2% |
| 3M | -1.6% | +2.9% | -4.6% | -4.6% |
| 6M | -7.5% | +9.3% | -16.8% | -16.0% |
| YTD | -6.4% | +14.2% | -20.6% | -19.0% |
| 1Y | -17.3% | +15.3% | -32.6% | -29.3% |
| 3Y | +109.9% | +56.2% | +53.7% | +29.7% |
| 5Y | +65.4% | +42.4% | +22.9% | +15.7% |
| All | +379.6% | +194.3% | +185.3% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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