Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOOG (Alphabet Inc.) | -7.43% | -0.01% | 18.30% | 20.04% | 20.97% | NA | NA | 18.09% |
Data as of 06/13/2025, AR inception is 04/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOOG (Alphabet Inc.) | 04/03/2014 | 06/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | -0.01 | 18.30 | 20.04 | 20.97 | NA | NA | 18.09 | -7.43 | 35.62 | 58.83 | -38.67 | 65.17 | 31.03 | 29.10 | -1.03 | 35.58 | 1.71 | 44.56 | -7.61 |
| Sharpe Ratio | NA | -0.10 | 0.46 | 0.58 | 0.67 | NA | NA | 0.58 | -0.52 | 1.16 | 1.82 | -1.04 | 2.76 | 0.80 | 1.15 | -0.09 | 2.27 | 0.07 | 1.55 | -0.47 |
| Standard Deviation(%) | NA | 31.49 | 32.52 | 31.03 | 29.13 | NA | NA | 28.37 | 36.21 | 27.67 | 30.62 | 38.80 | 23.60 | 38.44 | 24.05 | 28.24 | 15.44 | 20.06 | 28.74 | 21.24 |
| Draw Down(%) | NA | 29.35 | 32.06 | 44.60 | 44.60 | NA | NA | 44.60 | 29.35 | 22.28 | 17.88 | 43.60 | 8.62 | 30.79 | 19.52 | 23.03 | 8.64 | 12.83 | 13.50 | 16.89 |
| Yield(%) | 0.12 | 0.46 | 0.02 | 0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.22 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/13/2025, AR inception is 04/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOOG (Alphabet Inc.) |
3.97%
Mar 2022 - Mar 2025 |
10.33%
Feb 2018 - Feb 2023 |
19.10%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOOG (Alphabet Inc.) |
40.85%
Dec 2018 - Dec 2021 |
30.55%
Aug 2016 - Aug 2021 |
22.71%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart