+38.3%
GOOG vs V
+8.0%
+30.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.7% | +0.6% |
| 7D | -2.5% | -3.0% | +0.5% | -2.2% |
| 30D | -3.6% | +1.2% | -4.8% | -3.7% |
| 3M | -6.4% | +13.9% | -20.3% | -7.4% |
| 6M | +7.8% | +17.2% | -9.5% | +5.8% |
| YTD | +5.5% | +5.3% | +0.2% | +3.6% |
| 1Y | +38.3% | +9.5% | +28.8% | +36.3% |
| All | +38.3% | +8.0% | +30.2% | +36.3% |
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