+437.9%
GOOGL vs VRT
+2,548.2%
-2,110.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.6% | +7.3% | -0.5% |
| 7D | -1.9% | +2.4% | -4.3% | -2.4% |
| 30D | -7.5% | -2.7% | -4.8% | -7.3% |
| 3M | -9.2% | -9.2% | 0.0% | -9.0% |
| 6M | +8.1% | -0.5% | +8.6% | +5.5% |
| YTD | +5.8% | +62.3% | -56.5% | -7.6% |
| 1Y | +38.3% | +109.6% | -71.2% | +13.8% |
| 3Y | +144.8% | +573.1% | -428.3% | +44.5% |
| 5Y | +132.5% | +953.6% | -821.1% | +12.4% |
| All | +437.9% | +2,548.2% | -2,110.3% | +125.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling