-4.5%
META vs VG
+45.2%
-49.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -4.3% |
| 7D | -3.1% | -22.0% | +18.9% | -5.1% |
| 30D | -18.1% | -14.7% | -3.4% | -19.1% |
| 3M | +2.9% | -7.1% | +9.9% | +2.8% |
| 6M | +0.2% | -11.2% | +11.4% | +0.5% |
| YTD | -8.1% | +69.8% | -77.9% | -9.8% |
| 1Y | -4.5% | +49.9% | -54.4% | -6.3% |
| All | -4.5% | +45.2% | -49.7% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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