+103.2%
GOOGL vs VUG
+65.5%
+37.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +0.4% |
| 7D | +1.6% | -1.1% | +2.6% | +2.5% |
| 30D | -16.8% | -7.0% | -9.8% | -10.5% |
| 3M | -14.6% | -3.7% | -10.9% | -11.4% |
| 6M | -24.4% | -1.6% | -22.8% | -23.2% |
| YTD | -6.1% | +5.1% | -11.2% | -11.0% |
| 1Y | +1.0% | +3.8% | -2.8% | -2.9% |
| 3Y | +123.4% | +79.9% | +43.6% | +19.7% |
| 5Y | +103.2% | +66.4% | +36.8% | +15.0% |
| All | +103.2% | +65.5% | +37.7% | +15.0% |
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