+418.8%
META vs VTV
+227.6%
+191.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.9% |
| 7D | +10.3% | -0.7% | +10.9% | +11.0% |
| 30D | +9.9% | -0.5% | +10.4% | +10.4% |
| 3M | +11.9% | +5.3% | +6.6% | +6.2% |
| 6M | +1.2% | +12.9% | -11.7% | -10.3% |
| YTD | -0.8% | +18.5% | -19.3% | -16.2% |
| 1Y | -14.3% | +25.3% | -39.6% | -31.6% |
| 3Y | +121.4% | +68.2% | +53.2% | +32.7% |
| 5Y | +74.5% | +80.6% | -6.2% | +0.5% |
| 10Y | +418.8% | +232.9% | +185.9% | +82.7% |
| All | +418.8% | +227.6% | +191.2% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VTV 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling