+132.5%
GOOGL vs VUG
+75.3%
+57.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.8% |
| 7D | -1.9% | +0.1% | -1.9% | -1.9% |
| 30D | -7.5% | -1.7% | -5.8% | -5.9% |
| 3M | -9.2% | +2.8% | -12.0% | -11.6% |
| 6M | +8.1% | +13.6% | -5.5% | -5.1% |
| YTD | +5.8% | +8.1% | -2.2% | -2.4% |
| 1Y | +38.3% | +13.1% | +25.3% | +21.8% |
| 3Y | +144.8% | +87.0% | +57.8% | +26.1% |
| 5Y | +132.5% | +76.0% | +56.6% | +25.2% |
| All | +132.5% | +75.3% | +57.2% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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