+108.3%
META vs VTV
+70.8%
+37.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.2% |
| 7D | +6.7% | +0.5% | +6.2% | +6.2% |
| 30D | +4.8% | +1.1% | +3.7% | +3.7% |
| 3M | -1.6% | +5.9% | -7.5% | -7.2% |
| 6M | -7.5% | +11.6% | -19.1% | -17.5% |
| YTD | -6.4% | +19.8% | -26.2% | -22.4% |
| 1Y | -17.3% | +26.2% | -43.6% | -35.3% |
| All | +108.3% | +70.8% | +37.5% | +26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling