+740.7%
GOOGL price history and return analytics
+226.9%
+513.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.6% |
| 7D | -2.8% | -2.0% | -0.8% | -0.5% |
| 30D | -3.2% | -1.4% | -1.8% | -1.6% |
| 3M | -6.6% | +4.7% | -11.3% | -11.5% |
| 6M | +8.5% | +11.4% | -2.9% | -4.2% |
| YTD | +6.5% | +13.1% | -6.6% | -7.8% |
| 1Y | +39.4% | +19.0% | +20.4% | +13.9% |
| 3Y | +146.2% | +73.9% | +72.3% | +29.3% |
| 5Y | +138.3% | +65.4% | +73.0% | +34.5% |
| All | +740.7% | +226.9% | +513.8% | +133.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling