+46.1%
GOOGL vs VRT
+123.1%
-76.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.5% | -1.6% |
| 7D | -2.3% | +9.1% | -11.5% | -3.1% |
| 30D | -6.6% | +0.9% | -7.5% | -6.8% |
| 3M | -9.0% | -13.4% | +4.4% | -8.5% |
| 6M | +11.8% | +11.7% | +0.1% | +8.4% |
| YTD | +8.3% | +73.2% | -65.0% | -1.6% |
| 1Y | +46.1% | +123.4% | -77.3% | +31.9% |
| All | +46.1% | +123.1% | -76.9% | +31.9% |
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