+1,527.5%
META vs VTI
+621.9%
+905.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.4% |
| 7D | +6.7% | +0.1% | +6.6% | +6.6% |
| 30D | +4.8% | 0.0% | +4.7% | +4.8% |
| 3M | -1.6% | +2.0% | -3.6% | -3.9% |
| 6M | -7.5% | +13.0% | -20.4% | -20.3% |
| YTD | -6.4% | +13.9% | -20.3% | -20.2% |
| 1Y | -17.3% | +20.0% | -37.3% | -33.9% |
| 3Y | +109.9% | +75.8% | +34.1% | +6.9% |
| 5Y | +65.4% | +73.8% | -8.5% | -10.7% |
| 10Y | +391.8% | +297.5% | +94.3% | +12.0% |
| All | +1,527.5% | +621.9% | +905.6% | +161.0% |
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 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