+780.7%
GOOG vs VO
+200.3%
+580.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.8% |
| 7D | 0.0% | -1.5% | +1.6% | +1.5% |
| 30D | -2.0% | -3.0% | +1.1% | +0.9% |
| 3M | -5.9% | +2.8% | -8.7% | -8.3% |
| 6M | +8.9% | +10.9% | -2.0% | -1.1% |
| YTD | +7.1% | +12.5% | -5.3% | -4.2% |
| 1Y | +39.7% | +12.0% | +27.7% | +25.3% |
| 3Y | +145.8% | +56.3% | +89.6% | +58.9% |
| 5Y | +138.6% | +42.9% | +95.7% | +68.9% |
| All | +780.7% | +200.3% | +580.4% | +229.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling