+444.1%
META vs VOO
+309.2%
+134.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.5% |
| 7D | +3.3% | -0.6% | +3.9% | +4.1% |
| 30D | -10.8% | -3.6% | -7.1% | -6.2% |
| 3M | +7.9% | -2.7% | +10.6% | +12.1% |
| 6M | +5.4% | +2.2% | +3.1% | +2.5% |
| YTD | -2.6% | +10.9% | -13.5% | -14.6% |
| 1Y | +1.9% | +11.3% | -9.5% | -11.2% |
| 3Y | +97.0% | +76.9% | +20.0% | -4.2% |
| 5Y | +97.6% | +73.5% | +24.1% | +3.1% |
| All | +444.1% | +309.2% | +134.9% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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