+97.7%
GOOG vs VO
+36.2%
+61.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +3.0% | +3.1% | -0.1% | 0.0% |
| 30D | -14.9% | +2.2% | -17.1% | -16.9% |
| 3M | -14.9% | -2.5% | -12.4% | -13.0% |
| 6M | -26.6% | +7.0% | -33.6% | -31.6% |
| YTD | -6.6% | +14.0% | -20.6% | -18.3% |
| 1Y | +5.1% | +15.6% | -10.6% | -9.4% |
| 3Y | +121.0% | +66.2% | +54.8% | +28.4% |
| All | +97.7% | +36.2% | +61.5% | +41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling