+81.9%
META vs VSH
+24.4%
+57.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.7% | -4.9% | -0.8% |
| 7D | -0.8% | -12.9% | +12.2% | +2.7% |
| 30D | -15.4% | -36.9% | +21.4% | -4.7% |
| 3M | +3.5% | -28.8% | +32.3% | +11.4% |
| 6M | -0.3% | -30.3% | +30.0% | -0.2% |
| YTD | -7.3% | +62.4% | -69.7% | -35.9% |
| 1Y | -1.1% | +62.5% | -63.6% | -32.0% |
| 3Y | +95.1% | +7.4% | +87.7% | +50.8% |
| All | +81.9% | +24.4% | +57.5% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling