+43.1%
GOOGL vs VG
-51.4%
+94.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.8% | -22.0% | +23.8% | +1.7% |
| 30D | -18.8% | -11.6% | -7.1% | -18.8% |
| 3M | -20.3% | -14.9% | -5.5% | -20.4% |
| 6M | -28.4% | -3.5% | -24.8% | -28.6% |
| YTD | -8.8% | +70.0% | -78.8% | -13.6% |
| 1Y | +0.3% | +50.0% | -49.7% | -4.3% |
| All | +43.1% | -51.4% | +94.4% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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