+103.2%
GOOGL vs VSH
+54.3%
+48.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.8% | -6.7% | +0.1% |
| 7D | +1.6% | +12.8% | -11.2% | -1.7% |
| 30D | -16.8% | -9.0% | -7.8% | -15.8% |
| 3M | -14.6% | -12.2% | -2.4% | -13.6% |
| 6M | -24.4% | -15.9% | -8.5% | -27.3% |
| YTD | -6.1% | +103.2% | -109.3% | -33.6% |
| 1Y | +1.0% | +108.4% | -107.4% | -29.4% |
| 3Y | +123.4% | +41.6% | +81.9% | +68.9% |
| 5Y | +103.2% | +54.6% | +48.6% | +36.6% |
| All | +103.2% | +54.3% | +48.9% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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