+92.9%
GOOGL vs VT
+53.4%
+39.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | +1.8% | -2.3% | +4.1% | +4.7% |
| 30D | -18.8% | -5.0% | -13.8% | -13.5% |
| 3M | -20.3% | -4.9% | -15.5% | -15.3% |
| 6M | -28.4% | -1.5% | -26.8% | -27.2% |
| YTD | -8.8% | +8.5% | -17.3% | -18.0% |
| 1Y | +0.3% | +11.4% | -11.1% | -12.7% |
| 3Y | +120.7% | +70.1% | +50.6% | +10.5% |
| All | +92.9% | +53.4% | +39.5% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling