+4.4%
GOOGL vs VRT
+12.3%
-7.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -12.9% | +16.1% | +4.1% |
| 7D | -11.1% | -15.4% | +4.3% | -10.1% |
| 30D | -16.6% | -19.0% | +2.3% | -15.6% |
| 3M | -23.4% | -23.8% | +0.4% | -22.3% |
| 6M | -24.5% | -37.9% | +13.3% | -22.7% |
| YTD | -7.5% | +27.0% | -34.5% | -14.2% |
| 1Y | +4.4% | +13.8% | -9.4% | -0.6% |
| All | +4.4% | +12.3% | -7.9% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling