+1,540.0%
META vs VT
+387.8%
+1,152.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.3% | +2.3% |
| 7D | +0.1% | -1.6% | +1.7% | +2.1% |
| 30D | -14.7% | -2.5% | -12.2% | -12.0% |
| 3M | +5.3% | -1.3% | +6.6% | +7.1% |
| 6M | +2.2% | +3.1% | -0.9% | -1.8% |
| YTD | -5.7% | +10.9% | -16.6% | -16.9% |
| 1Y | -2.3% | +12.1% | -14.3% | -15.0% |
| 3Y | +99.3% | +73.9% | +25.4% | +4.0% |
| 5Y | +89.1% | +58.0% | +31.1% | +14.6% |
| 10Y | +422.5% | +225.5% | +197.0% | +60.6% |
| All | +1,540.0% | +387.8% | +1,152.2% | +347.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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