+0.2%
META vs VIG
+8.1%
-8.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.6% | -1.7% |
| 7D | -3.1% | -2.0% | -1.1% | -1.6% |
| 30D | -18.1% | +2.7% | -20.8% | -19.1% |
| 3M | +2.9% | +0.3% | +2.5% | +3.2% |
| 6M | +0.2% | +7.6% | -7.4% | -3.0% |
| All | +0.2% | +8.1% | -8.0% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 6mo: compounded portfolio wealth divided by compounded VIG 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…
6mo analysis · Full analysis span regression · 6 months rolling