+1,497.9%
META vs VSH
+186.9%
+1,311.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -14.8% | +10.8% | +0.5% |
| 7D | -3.1% | -25.2% | +22.1% | +5.1% |
| 30D | -18.1% | -41.8% | +23.7% | -4.7% |
| 3M | +2.9% | -33.4% | +36.3% | +13.6% |
| 6M | +0.2% | -31.0% | +31.2% | +2.4% |
| YTD | -8.1% | +53.6% | -61.7% | -30.6% |
| 1Y | -4.5% | +46.3% | -50.8% | -26.9% |
| 3Y | +94.2% | -1.0% | +95.1% | +60.3% |
| 5Y | +79.1% | +18.6% | +60.4% | +38.5% |
| 10Y | +405.9% | +91.7% | +314.2% | +219.6% |
| All | +1,497.9% | +186.9% | +1,311.0% | +898.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling