+1,367.3%
AAPL vs V
+458.1%
+909.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.5% |
| 7D | +4.1% | +0.9% | +3.2% | +3.5% |
| 30D | +4.0% | +9.0% | -5.0% | -1.8% |
| 3M | +16.8% | +16.7% | +0.1% | +5.1% |
| 6M | +19.4% | +33.4% | -14.0% | -2.0% |
| YTD | +31.5% | +22.4% | +9.2% | +13.4% |
| 1Y | +31.0% | +27.7% | +3.3% | +9.3% |
| 3Y | +95.3% | +78.0% | +17.3% | +27.3% |
| 5Y | +143.4% | +108.5% | +34.8% | +40.2% |
| All | +1,367.3% | +458.1% | +909.3% | +350.7% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 10y: compounded portfolio wealth divided by compounded V 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…
10y analysis · Full analysis span regression · 6 months rolling