+375.1%
META vs TRV
+282.1%
+92.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.2% |
| 7D | +6.0% | +0.5% | +5.6% | +5.9% |
| 30D | +3.6% | -4.9% | +8.5% | +5.1% |
| 3M | +4.9% | +23.7% | -18.8% | -1.7% |
| 6M | -4.7% | +20.3% | -25.0% | -10.2% |
| YTD | -6.9% | +27.1% | -33.9% | -13.7% |
| 1Y | -18.2% | +35.3% | -53.5% | -25.8% |
| 3Y | +107.8% | +139.8% | -32.1% | +53.3% |
| 5Y | +63.9% | +153.9% | -89.9% | +17.1% |
| 10Y | +375.1% | +285.9% | +89.2% | +204.8% |
| All | +375.1% | +282.1% | +92.9% | +204.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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