+408.0%
META vs VTI
+305.0%
+102.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.5% |
| 7D | +5.1% | -0.9% | +6.0% | +6.3% |
| 30D | +12.0% | -1.4% | +13.4% | +14.1% |
| 3M | +14.1% | +3.6% | +10.5% | +9.0% |
| 6M | -0.9% | +13.6% | -14.5% | -15.7% |
| YTD | -1.7% | +12.9% | -14.6% | -15.7% |
| 1Y | -13.4% | +17.2% | -30.6% | -29.3% |
| 3Y | +112.6% | +75.7% | +36.9% | +5.3% |
| 5Y | +72.6% | +75.4% | -2.8% | -10.3% |
| All | +408.0% | +305.0% | +102.9% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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