Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOOGL (Alphabet Inc.) | 4.06% | 15.97% | 19.84% | 20.78% | 19.52% | 20.45% | 17.94% | 24.40% |
Data as of 07/30/2025, AR inception is 08/19/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOOGL (Alphabet Inc.) | 08/19/2004 | 07/30/2025 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.31 | 15.97 | 19.84 | 20.78 | 19.52 | 20.45 | 17.94 | 24.40 | 4.06 | 36.01 | 58.32 | -39.09 | 65.30 | 30.85 | 28.18 | -0.80 | 32.93 | 1.86 | 46.61 | -5.39 | 58.43 | 9.52 | 8.74 | -4.20 | 101.52 | -55.51 | 50.17 | 11.00 | 115.19 | 92.15 |
| Sharpe Ratio | NA | 0.41 | 0.58 | 0.60 | 0.63 | NA | NA | 0.72 | 0.03 | 1.16 | 1.82 | -1.05 | 2.70 | 0.79 | 1.13 | -0.08 | 2.12 | 0.08 | 1.66 | -0.25 | 2.74 | 0.41 | 0.30 | -0.15 | 3.37 | -1.03 | 1.94 | 0.22 | 3.49 | 9.53 |
| Standard Deviation(%) | NA | 31.31 | 31.79 | 31.01 | 28.73 | NA | NA | 30.54 | 34.27 | 27.98 | 30.40 | 38.67 | 24.21 | 38.60 | 23.65 | 28.30 | 15.27 | 20.20 | 28.11 | 21.32 | 21.30 | 23.16 | 29.29 | 27.82 | 30.13 | 54.57 | 24.34 | 33.98 | 32.34 | 50.97 |
| Draw Down(%) | NA | 29.81 | 31.66 | 44.32 | 44.32 | NA | NA | 65.29 | 29.81 | 22.14 | 17.27 | 43.63 | 8.05 | 30.87 | 19.86 | 23.40 | 8.45 | 13.53 | 12.46 | 18.42 | 8.67 | 16.34 | 25.76 | 30.42 | 23.20 | 62.77 | 15.63 | 28.53 | 17.01 | 15.78 |
| Yield(%) | 0.00 | 0.48 | 0.29 | 0.01 | 0.02 | 0.01 | 0.02 | 0.05 | 0.22 | 0.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/30/2025, AR inception is 08/19/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOOGL (Alphabet Inc.) |
-10.23%
Nov 2005 - Nov 2008 |
-0.77%
Oct 2007 - Oct 2012 |
11.31%
Oct 2007 - Oct 2017 |
11.47%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOOGL (Alphabet Inc.) |
63.58%
Sep 2004 - Sep 2007 |
30.78%
Sep 2004 - Sep 2009 |
26.73%
Aug 2011 - Aug 2021 |
21.61%
Sep 2004 - Sep 2019 |
Annualized Rolling Returns Comparison Chart