+70.0%
GOOGL vs VG
-39.3%
+109.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | -2.3% | +1.7% | -4.0% | -2.3% |
| 30D | -6.6% | +16.0% | -22.6% | -6.6% |
| 3M | -8.9% | +9.7% | -18.7% | -9.0% |
| 6M | +11.9% | +29.6% | -17.7% | +10.0% |
| YTD | +8.3% | +112.0% | -103.7% | +2.7% |
| 1Y | +46.2% | +12.8% | +33.4% | +44.4% |
| All | +70.0% | -39.3% | +109.4% | +71.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling