+404.3%
META price history and return analytics
+215.5%
+188.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | -0.8% | -2.3% | +1.5% | +2.3% |
| 30D | -15.4% | -5.0% | -10.5% | -9.5% |
| 3M | +3.5% | -4.9% | +8.4% | +10.7% |
| 6M | -0.3% | -1.5% | +1.3% | +1.4% |
| YTD | -7.3% | +8.5% | -15.8% | -17.1% |
| 1Y | -1.1% | +11.4% | -12.5% | -14.6% |
| 3Y | +95.1% | +70.1% | +25.0% | -2.0% |
| 5Y | +80.6% | +53.7% | +26.8% | +6.9% |
| All | +404.3% | +215.5% | +188.8% | +23.4% |
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