+92.9%
GOOGL vs VRT
+561.8%
-468.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | +0.2% |
| 7D | +1.8% | -21.4% | +23.1% | +5.4% |
| 30D | -18.8% | -25.8% | +7.1% | -15.3% |
| 3M | -20.3% | -33.5% | +13.2% | -15.8% |
| 6M | -28.4% | -49.0% | +20.7% | -21.8% |
| YTD | -8.8% | +12.9% | -21.8% | -15.4% |
| 1Y | +0.3% | 0.0% | +0.3% | -5.1% |
| 3Y | +120.7% | +361.8% | -241.1% | +42.8% |
| All | +92.9% | +561.8% | -468.9% | +7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling