+79.1%
META price history and return analytics
+53.2%
+25.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | +2.5% |
| 7D | -3.1% | -4.2% | +1.1% | +3.5% |
| 30D | -18.1% | -5.8% | -12.3% | -10.0% |
| 3M | +2.9% | -5.2% | +8.1% | +12.0% |
| 6M | +0.2% | +0.1% | +0.1% | -0.8% |
| YTD | -8.1% | +8.2% | -16.3% | -20.1% |
| 1Y | -4.5% | +10.1% | -14.7% | -19.4% |
| 3Y | +94.2% | +69.7% | +24.5% | -21.8% |
| 5Y | +79.1% | +53.4% | +25.7% | -4.9% |
| All | +79.1% | +53.2% | +25.9% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling