-0.4%
GOOGL vs VRT
+6.7%
-7.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.6% | -8.4% | +0.5% |
| 7D | +3.3% | -10.6% | +13.9% | +3.8% |
| 30D | -18.1% | -17.4% | -0.6% | -17.3% |
| 3M | -18.6% | -26.4% | +7.8% | -17.3% |
| 6M | -28.0% | -41.0% | +13.0% | -26.1% |
| YTD | -7.8% | +23.8% | -31.6% | -13.2% |
| All | -0.4% | +6.7% | -7.1% | -3.1% |
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