+79.9%
AAPL vs V
+52.2%
+27.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.4% |
| 7D | -2.7% | -1.1% | -1.7% | -2.3% |
| 30D | +1.0% | +1.9% | -0.9% | +0.1% |
| 3M | +5.0% | +15.5% | -10.6% | -1.9% |
| 6M | +23.0% | +16.6% | +6.4% | +14.0% |
| YTD | +16.6% | +5.7% | +10.9% | +13.5% |
| 1Y | +33.4% | +8.6% | +24.9% | +27.7% |
| 3Y | +79.9% | +52.5% | +27.4% | +46.3% |
| All | +79.9% | +52.2% | +27.7% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling