+109.0%
AAPL vs V
+68.4%
+40.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.2% |
| 7D | -2.7% | -1.1% | -1.7% | -2.1% |
| 30D | +1.0% | +1.9% | -0.9% | -0.2% |
| 3M | +5.0% | +15.5% | -10.6% | -3.6% |
| 6M | +23.0% | +16.6% | +6.4% | +11.7% |
| YTD | +16.6% | +5.7% | +10.9% | +12.0% |
| 1Y | +33.4% | +8.6% | +24.9% | +25.7% |
| 3Y | +79.9% | +52.5% | +27.4% | +34.6% |
| 5Y | +109.0% | +67.1% | +41.9% | +41.0% |
| All | +109.0% | +68.4% | +40.6% | +41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling