+462.9%
META vs VO
+197.6%
+265.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +5.2% | +3.1% | +2.1% | +1.8% |
| 30D | -13.0% | +2.2% | -15.2% | -15.0% |
| 3M | +7.9% | -2.5% | +10.4% | +11.0% |
| 6M | +4.2% | +7.0% | -2.7% | -3.1% |
| YTD | -2.5% | +14.0% | -16.5% | -15.6% |
| 1Y | +5.6% | +15.6% | -10.1% | -10.0% |
| 3Y | +96.8% | +66.2% | +30.6% | +13.5% |
| 5Y | +90.0% | +36.6% | +53.4% | +37.9% |
| All | +462.9% | +197.6% | +265.3% | +88.5% |
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