+96,695.7%
AAPL vs ITOT
+879.4%
+95,816.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +4.3% |
| 7D | -0.5% | -2.0% | +1.5% | +1.7% |
| 30D | +7.1% | -2.0% | +9.1% | +9.3% |
| 3M | +12.1% | +4.5% | +7.5% | +6.5% |
| 6M | +25.4% | +12.6% | +12.8% | +9.8% |
| YTD | +20.5% | +12.0% | +8.5% | +6.1% |
| 1Y | +44.5% | +17.3% | +27.3% | +21.0% |
| 3Y | +85.8% | +75.2% | +10.5% | +1.5% |
| 5Y | +124.8% | +74.0% | +50.7% | +25.5% |
| 10Y | +1,284.7% | +298.6% | +986.1% | +240.3% |
| All | +96,695.7% | +879.4% | +95,816.3% | +9,164.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 all: compounded portfolio wealth divided by compounded ITOT 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…
all analysis · Full analysis span regression · 6 months rolling