+62.8%
META vs VO
+42.6%
+20.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.3% |
| 7D | +6.7% | -0.3% | +7.0% | +7.1% |
| 30D | +4.8% | -0.3% | +5.1% | +5.3% |
| 3M | -1.6% | +2.9% | -4.6% | -5.2% |
| 6M | -7.5% | +9.3% | -16.8% | -17.8% |
| YTD | -6.4% | +14.2% | -20.6% | -21.7% |
| 1Y | -17.3% | +15.3% | -32.6% | -31.9% |
| 3Y | +109.9% | +56.2% | +53.7% | +12.7% |
| All | +62.8% | +42.6% | +20.2% | +3.8% |
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