+4.5%
GOOGL vs VRT
+15.2%
-10.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.7% |
| 7D | +5.7% | +18.6% | -12.9% | +4.4% |
| 30D | -15.6% | -11.7% | -3.9% | -15.3% |
| 3M | -13.0% | -27.3% | +14.3% | -11.5% |
| 6M | -22.8% | -42.9% | +20.1% | -20.3% |
| YTD | -4.4% | +29.5% | -33.9% | -10.3% |
| 1Y | +4.5% | +21.0% | -16.6% | -1.0% |
| All | +4.5% | +15.2% | -10.8% | -1.0% |
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