+146.8%
GOOG vs VRT
+642.1%
-495.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.5% |
| 7D | +1.1% | +13.6% | -12.5% | -0.9% |
| 30D | -5.1% | +6.8% | -11.8% | -6.2% |
| 3M | -7.1% | -3.2% | -3.9% | -7.8% |
| 6M | +12.7% | +20.3% | -7.7% | +7.1% |
| YTD | +7.1% | +79.6% | -72.5% | -5.9% |
| 1Y | +43.6% | +139.0% | -95.4% | +19.1% |
| 3Y | +146.8% | +644.6% | -497.8% | +40.1% |
| All | +146.8% | +642.1% | -495.4% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 3y: compounded portfolio wealth divided by compounded VRT 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…
3y analysis · Full analysis span regression · 6 months rolling