+1,527.5%
META vs VOO
+655.2%
+872.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.5% |
| 7D | +6.7% | +0.1% | +6.6% | +6.6% |
| 30D | +4.8% | +0.1% | +4.7% | +4.7% |
| 3M | -1.6% | +2.0% | -3.6% | -4.0% |
| 6M | -7.5% | +13.0% | -20.5% | -20.5% |
| YTD | -6.4% | +13.6% | -20.0% | -20.0% |
| 1Y | -17.3% | +20.1% | -37.4% | -34.1% |
| 3Y | +109.9% | +77.6% | +32.4% | +5.2% |
| 5Y | +65.4% | +82.4% | -17.1% | -15.8% |
| 10Y | +391.8% | +316.8% | +75.0% | +6.2% |
| All | +1,527.5% | +655.2% | +872.3% | +149.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling