+140.1%
GOOGL vs VTV
+80.6%
+59.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.0% | +1.0% |
| 7D | 0.0% | -1.1% | +1.1% | +1.1% |
| 30D | -1.4% | -1.0% | -0.4% | -0.4% |
| 3M | -5.3% | +4.6% | -10.0% | -9.7% |
| 6M | +9.8% | +13.5% | -3.7% | -3.5% |
| YTD | +8.4% | +18.5% | -10.1% | -9.1% |
| 1Y | +41.2% | +22.9% | +18.3% | +14.1% |
| 3Y | +149.6% | +67.8% | +81.7% | +40.2% |
| All | +140.1% | +80.6% | +59.5% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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