+418.8%
META vs VTEB
+18.2%
+400.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.5% | +7.1% | +6.9% |
| 7D | +10.3% | -0.7% | +11.0% | +10.8% |
| 30D | +9.9% | -2.1% | +11.9% | +11.6% |
| 3M | +11.9% | -2.7% | +14.6% | +14.2% |
| 6M | +1.2% | -2.1% | +3.3% | +2.8% |
| YTD | -0.8% | -1.1% | +0.3% | +0.1% |
| 1Y | -14.3% | +1.3% | -15.7% | -15.0% |
| 3Y | +121.4% | +9.0% | +112.4% | +107.4% |
| 5Y | +74.5% | +1.5% | +73.0% | +70.7% |
| 10Y | +418.8% | +18.5% | +400.3% | +411.0% |
| All | +418.8% | +18.2% | +400.6% | +411.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling