+1,563.7%
META price history and return analytics
+396.1%
+1,167.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | -0.6% |
| 7D | +2.9% | -0.3% | +3.2% | +3.2% |
| 30D | -15.1% | -1.4% | -13.6% | -13.5% |
| 3M | +7.2% | -1.4% | +8.6% | +9.2% |
| 6M | +3.4% | +5.5% | -2.1% | -3.4% |
| YTD | -4.3% | +12.8% | -17.1% | -17.5% |
| 1Y | +0.8% | +15.4% | -14.7% | -15.5% |
| 3Y | +102.2% | +76.9% | +25.3% | +3.3% |
| 5Y | +89.4% | +60.4% | +29.0% | +12.6% |
| 10Y | +426.7% | +232.8% | +194.0% | +57.9% |
| All | +1,563.7% | +396.1% | +1,167.6% | +344.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling