-1.1%
META vs VUG
+0.3%
-1.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.1% |
| 7D | -0.8% | -3.4% | +2.6% | +2.8% |
| 30D | -15.4% | -11.1% | -4.3% | -4.0% |
| 3M | +3.5% | -7.2% | +10.8% | +12.3% |
| 6M | -0.3% | -4.1% | +3.9% | +4.5% |
| YTD | -7.3% | +1.4% | -8.7% | -12.5% |
| 1Y | -1.1% | +1.9% | -3.0% | -7.0% |
| All | -1.1% | +0.3% | -1.4% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling