-4.5%
META vs V
+25.2%
-29.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.8% | -2.7% |
| 7D | -3.1% | +2.9% | -6.0% | -4.2% |
| 30D | -18.1% | +14.0% | -32.1% | -22.3% |
| 3M | +2.9% | +14.9% | -12.0% | -2.8% |
| 6M | +0.2% | +31.7% | -31.6% | -10.6% |
| YTD | -8.1% | +21.2% | -29.3% | -15.5% |
| 1Y | -4.5% | +25.3% | -29.8% | -11.8% |
| All | -4.5% | +25.2% | -29.8% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 1y: compounded portfolio wealth divided by compounded V 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…
1y analysis · Full analysis span regression · 6 months rolling