+145.2%
GOOGL vs VTI
+74.4%
+70.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.3% |
| 7D | -2.8% | -2.0% | -0.8% | -0.6% |
| 30D | -3.2% | -1.9% | -1.2% | -1.1% |
| 3M | -6.6% | +4.5% | -11.2% | -10.9% |
| 6M | +8.5% | +12.6% | -4.1% | -4.5% |
| YTD | +6.5% | +12.0% | -5.5% | -5.8% |
| 1Y | +39.4% | +17.3% | +22.1% | +17.5% |
| All | +145.2% | +74.4% | +70.9% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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