Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GOOG (Alphabet Inc.) | 16.64% | 116.14% | 42.80% | 24.50% | 26.26% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOOG (Alphabet Inc.) | 04/03/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.83 | 116.14 | 42.80 | 24.50 | 26.26 | NA | NA | … | … | 16.64 | 65.42 | 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 | 4.14 | 1.42 | 0.75 | 0.85 | NA | NA | … | … | 1.83 | 1.98 | 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 | 27.97 | 29.18 | 31.00 | 28.94 | NA | NA | … | … | 29.42 | 31.77 | 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 | 20.75 | 29.35 | 44.60 | 44.60 | NA | NA | … | … | 20.75 | 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(%) | 0.00 | 0.49 | 0.43 | 0.01 | 0.02 | 0.02 | 0.01 | … | … | 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 |
Data as of 06/05/2026, Common starting date 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.) |
52.74%
Dec 2022 – Dec 2025 |
30.55%
Aug 2016 – Aug 2021 |
27.23%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart