+137.7%
GOOGL vs V
+68.4%
+69.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.8% |
| 7D | +1.1% | -1.1% | +2.1% | +1.6% |
| 30D | -4.4% | +1.9% | -6.3% | -5.4% |
| 3M | -6.8% | +15.5% | -22.3% | -13.4% |
| 6M | +13.6% | +16.6% | -3.0% | +4.5% |
| YTD | +8.3% | +5.7% | +2.6% | +4.5% |
| 1Y | +44.9% | +8.6% | +36.4% | +37.3% |
| 3Y | +150.5% | +52.5% | +98.0% | +90.1% |
| 5Y | +137.7% | +67.1% | +70.6% | +60.2% |
| All | +137.7% | +68.4% | +69.3% | +60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling