+137.7%
GOOGL vs VRT
+994.5%
-856.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.7% |
| 7D | +1.1% | +13.6% | -12.6% | -1.2% |
| 30D | -4.4% | +6.8% | -11.2% | -5.8% |
| 3M | -6.8% | -3.2% | -3.6% | -7.6% |
| 6M | +13.6% | +20.3% | -6.8% | +7.4% |
| YTD | +8.3% | +79.6% | -71.3% | -6.1% |
| 1Y | +44.9% | +139.0% | -94.1% | +18.2% |
| 3Y | +150.5% | +644.6% | -494.1% | +50.9% |
| 5Y | +137.7% | +1,024.4% | -886.6% | +15.2% |
| All | +137.7% | +994.5% | -856.7% | +15.2% |
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