+368.8%
GOOGL vs VRT
+1,919.9%
-1,551.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.6% | -8.4% | -0.6% |
| 7D | +3.3% | -10.6% | +13.9% | +4.8% |
| 30D | -18.1% | -17.4% | -0.6% | -16.0% |
| 3M | -18.6% | -26.4% | +7.8% | -15.2% |
| 6M | -28.0% | -41.0% | +13.0% | -23.0% |
| YTD | -7.8% | +23.8% | -31.6% | -16.3% |
| 1Y | +3.6% | +11.6% | -8.0% | -4.3% |
| 3Y | +123.4% | +403.5% | -280.1% | +37.7% |
| 5Y | +95.3% | +647.0% | -551.7% | +0.1% |
| All | +368.8% | +1,919.9% | -1,551.1% | +104.5% |
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