+740.7%
GOOGL vs VO
+197.9%
+542.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.5% |
| 7D | -2.8% | -2.5% | -0.3% | -0.5% |
| 30D | -3.2% | -3.2% | 0.0% | -0.2% |
| 3M | -6.6% | +3.9% | -10.5% | -10.0% |
| 6M | +8.5% | +9.6% | -1.2% | -0.4% |
| YTD | +6.5% | +11.6% | -5.1% | -4.1% |
| 1Y | +39.4% | +12.6% | +26.8% | +24.4% |
| 3Y | +146.2% | +55.4% | +90.8% | +59.7% |
| 5Y | +138.3% | +41.8% | +96.5% | +69.7% |
| All | +740.7% | +197.9% | +542.7% | +213.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling