+126.0%
GOOGL vs VT
+74.0%
+52.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | +3.9% | +2.4% | +1.5% | +1.2% |
| 30D | -14.9% | -1.5% | -13.4% | -13.5% |
| 3M | -14.6% | -4.1% | -10.4% | -10.5% |
| 6M | -26.4% | +0.6% | -27.0% | -27.0% |
| YTD | -5.3% | +11.0% | -16.4% | -16.0% |
| 1Y | +6.5% | +13.3% | -6.9% | -7.7% |
| 3Y | +126.0% | +73.4% | +52.7% | +31.4% |
| All | +126.0% | +74.0% | +52.0% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling