+1.9%
META vs VSH
+86.1%
-84.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.1% |
| 7D | +3.3% | -1.6% | +4.9% | +3.1% |
| 30D | -10.8% | -21.3% | +10.5% | -9.5% |
| 3M | +7.9% | -18.9% | +26.8% | +9.0% |
| 6M | +5.4% | -21.4% | +26.8% | +2.2% |
| YTD | -2.6% | +86.8% | -89.4% | -23.4% |
| 1Y | +1.9% | +85.8% | -83.9% | -20.0% |
| All | +1.9% | +86.1% | -84.3% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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