+1,511.3%
META vs VTI
+589.8%
+921.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.4% |
| 7D | -0.8% | -2.6% | +1.8% | +2.5% |
| 30D | -15.4% | -5.0% | -10.4% | -9.8% |
| 3M | +3.5% | -4.3% | +7.8% | +9.5% |
| 6M | -0.3% | +0.6% | -0.8% | -0.9% |
| YTD | -7.3% | +8.9% | -16.2% | -16.3% |
| 1Y | -1.1% | +11.1% | -12.2% | -13.0% |
| 3Y | +95.1% | +74.5% | +20.6% | +0.3% |
| 5Y | +80.6% | +60.1% | +20.5% | +7.5% |
| 10Y | +410.1% | +297.4% | +112.7% | +17.3% |
| All | +1,511.3% | +589.8% | +921.5% | +173.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling