Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GOOGL (Alphabet Inc.) | 18.99% | 122.24% | 43.87% | 25.68% | 26.24% | 25.10% | 20.26% | … | … |
Data as of 06/04/2026, Common starting date is 08/19/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOOGL (Alphabet Inc.) | 08/19/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.60 | 122.24 | 43.87 | 25.68 | 26.24 | 25.10 | 20.26 | … | … | 18.99 | 65.99 | 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 | 4.17 | 1.43 | 0.77 | 0.85 | NA | NA | … | … | 1.96 | 1.97 | 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 | 28.60 | 29.49 | 31.18 | 29.06 | NA | NA | … | … | 30.05 | 32.21 | 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 | 20.37 | 29.81 | 44.32 | 44.32 | NA | NA | … | … | 20.37 | 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 | 0.50 | 0.43 | 0.01 | 0.02 | 0.02 | 0.02 | … | … | 0.07 | 0.44 | 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 06/04/2026, Common starting date 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 |
27.05%
Apr 2016 – Apr 2026 |
25.16%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart