-35.1%
METC vs VOO
+72.6%
-107.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -3.8% |
| 7D | +9.8% | +2.6% | +7.2% | +7.4% |
| 30D | -18.0% | -2.0% | -16.0% | -15.8% |
| 3M | -34.9% | -2.8% | -32.2% | -32.7% |
| 6M | -55.3% | +2.2% | -57.4% | -55.6% |
| YTD | -61.9% | +11.5% | -73.5% | -65.1% |
| 1Y | -68.8% | +13.5% | -82.3% | -71.7% |
| 3Y | -60.2% | +78.1% | -138.3% | -76.0% |
| All | -35.1% | +72.6% | -107.7% | -58.9% |
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