+2,671.0%
GOOG vs V
+3,126.4%
-455.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +4.0% |
| 7D | +4.8% | -0.4% | +5.2% | +5.0% |
| 30D | -15.5% | +6.3% | -21.8% | -18.4% |
| 3M | -13.7% | +17.2% | -30.8% | -20.8% |
| 6M | -23.0% | +29.2% | -52.2% | -33.1% |
| YTD | -5.7% | +20.8% | -26.5% | -15.8% |
| 1Y | +3.0% | +25.0% | -22.0% | -9.9% |
| 3Y | +122.4% | +75.3% | +47.1% | +60.1% |
| 5Y | +99.2% | +105.8% | -6.6% | +30.9% |
| 10Y | +690.8% | +451.9% | +238.9% | +218.8% |
| All | +2,671.0% | +3,126.4% | -455.5% | +413.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling