+150.5%
GOOGL vs VO
+57.7%
+92.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.4% |
| 7D | +1.1% | +0.6% | +0.4% | +0.6% |
| 30D | -4.4% | -1.1% | -3.4% | -3.6% |
| 3M | -6.8% | +4.5% | -11.4% | -10.1% |
| 6M | +13.6% | +11.1% | +2.5% | +4.4% |
| YTD | +8.3% | +13.5% | -5.2% | -2.3% |
| 1Y | +44.9% | +14.5% | +30.5% | +29.8% |
| 3Y | +150.5% | +58.1% | +92.4% | +74.5% |
| All | +150.5% | +57.7% | +92.7% | +74.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling