+462.9%
META price history and return analytics
+221.8%
+241.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.3% |
| 7D | +5.2% | +2.4% | +2.8% | +2.0% |
| 30D | -13.0% | -1.5% | -11.5% | -11.2% |
| 3M | +7.9% | -4.1% | +12.1% | +14.2% |
| 6M | +4.2% | +0.6% | +3.7% | +3.2% |
| YTD | -2.5% | +11.0% | -13.6% | -15.4% |
| 1Y | +5.6% | +13.3% | -7.8% | -10.8% |
| 3Y | +96.8% | +73.4% | +23.4% | -3.6% |
| 5Y | +90.0% | +57.4% | +32.6% | +9.1% |
| All | +462.9% | +221.8% | +241.2% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling