+96.8%
META vs VTI
+77.8%
+18.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.5% |
| 7D | +5.2% | +2.5% | +2.6% | +1.6% |
| 30D | -13.0% | -1.5% | -11.5% | -11.2% |
| 3M | +7.9% | -3.2% | +11.1% | +13.0% |
| 6M | +4.2% | +2.3% | +1.9% | +1.1% |
| YTD | -2.5% | +11.6% | -14.2% | -16.4% |
| 1Y | +5.6% | +13.8% | -8.2% | -11.8% |
| 3Y | +96.8% | +77.4% | +19.4% | -13.0% |
| All | +96.8% | +77.8% | +18.9% | -13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling