+5.6%
META vs V
+26.6%
-21.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +2.4% |
| 7D | +5.2% | +0.9% | +4.2% | +4.8% |
| 30D | -13.0% | +9.0% | -22.0% | -16.0% |
| 3M | +7.9% | +16.7% | -8.8% | +1.4% |
| 6M | +4.2% | +33.4% | -29.2% | -7.4% |
| YTD | -2.5% | +22.4% | -24.9% | -10.7% |
| 1Y | +5.6% | +27.7% | -22.1% | -4.3% |
| All | +5.6% | +26.6% | -21.0% | -4.3% |
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