+79.1%
META vs VXUS
+42.9%
+36.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.7% | -0.3% | +0.5% |
| 7D | -3.1% | -3.4% | +0.3% | +1.1% |
| 30D | -18.1% | -5.8% | -12.3% | -11.8% |
| 3M | +2.9% | -6.4% | +9.3% | +11.5% |
| 6M | +0.2% | -2.5% | +2.7% | +1.8% |
| YTD | -8.1% | +7.9% | -16.0% | -19.2% |
| 1Y | -4.5% | +11.5% | -16.0% | -19.8% |
| 3Y | +94.2% | +63.4% | +30.7% | -8.1% |
| 5Y | +79.1% | +42.9% | +36.2% | +12.0% |
| All | +79.1% | +42.9% | +36.2% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 5y: compounded portfolio wealth divided by compounded VXUS 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…
5y analysis · Full analysis span regression · 6 months rolling