+16.2%
METC vs VOO
+81.6%
-65.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.6% |
| 7D | -14.8% | -0.4% | -14.4% | -14.6% |
| 30D | +20.6% | -1.4% | +22.0% | +22.1% |
| 3M | -17.0% | +3.7% | -20.7% | -19.7% |
| 6M | -13.4% | +13.0% | -26.4% | -22.3% |
| YTD | -31.8% | +12.4% | -44.2% | -38.4% |
| 1Y | -51.9% | +18.6% | -70.5% | -58.6% |
| 3Y | +65.1% | +78.1% | -12.9% | -1.6% |
| 5Y | +16.2% | +82.3% | -66.1% | -29.6% |
| All | +16.2% | +81.6% | -65.4% | -29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling