+44.5%
GOOG vs V
+7.8%
+36.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.0% |
| 7D | -2.2% | -1.7% | -0.5% | -2.0% |
| 30D | -6.9% | +2.0% | -8.9% | -7.0% |
| 3M | -9.1% | +17.4% | -26.5% | -10.3% |
| 6M | +10.6% | +17.5% | -6.9% | +8.6% |
| YTD | +7.0% | +7.6% | -0.6% | +4.9% |
| 1Y | +44.5% | +7.7% | +36.8% | +41.6% |
| All | +44.5% | +7.8% | +36.7% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 1y: compounded portfolio wealth divided by compounded V 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…
1y analysis · Full analysis span regression · 6 months rolling