+136.9%
GOOGL vs VCLT
-16.3%
+153.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -1.9% | 0.0% | -1.9% | -1.9% |
| 30D | -7.5% | +0.1% | -7.6% | -7.5% |
| 3M | -9.2% | -2.9% | -6.3% | -7.5% |
| 6M | +8.1% | -4.0% | +12.0% | +10.8% |
| YTD | +5.8% | -2.2% | +8.1% | +7.4% |
| 1Y | +38.3% | -2.6% | +40.9% | +40.7% |
| 3Y | +144.8% | +12.3% | +132.5% | +126.3% |
| All | +136.9% | -16.3% | +153.3% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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