+99.2%
GOOG vs VT
+58.5%
+40.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.4% |
| 7D | +4.8% | +2.9% | +1.9% | +1.1% |
| 30D | -15.5% | -2.5% | -13.0% | -12.9% |
| 3M | -13.7% | -3.3% | -10.3% | -10.1% |
| 6M | -23.0% | +1.5% | -24.5% | -24.7% |
| YTD | -5.7% | +11.4% | -17.1% | -17.9% |
| 1Y | +3.0% | +11.9% | -8.9% | -10.8% |
| 3Y | +122.4% | +73.9% | +48.5% | +8.3% |
| 5Y | +99.2% | +57.9% | +41.3% | +12.8% |
| All | +99.2% | +58.5% | +40.7% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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