+38.3%
GOOGL vs V
+8.4%
+30.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -2.2% |
| 7D | -1.9% | -2.9% | +1.1% | -1.5% |
| 30D | -7.5% | +1.9% | -9.3% | -7.6% |
| 3M | -9.2% | +13.2% | -22.4% | -10.1% |
| 6M | +8.1% | +16.7% | -8.7% | +6.1% |
| YTD | +5.8% | +5.4% | +0.5% | +3.8% |
| 1Y | +38.3% | +7.7% | +30.7% | +35.9% |
| All | +38.3% | +8.4% | +30.0% | +35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling