+81.9%
META vs VO
+32.6%
+49.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +1.0% |
| 7D | -0.8% | -2.6% | +1.8% | +2.6% |
| 30D | -15.4% | -0.9% | -14.5% | -14.4% |
| 3M | +3.5% | -3.0% | +6.5% | +7.7% |
| 6M | -0.3% | +2.2% | -2.5% | -3.2% |
| YTD | -7.3% | +10.6% | -17.9% | -19.3% |
| 1Y | -1.1% | +12.5% | -13.6% | -15.9% |
| 3Y | +95.1% | +61.4% | +33.7% | -1.2% |
| All | +81.9% | +32.6% | +49.3% | +27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling