+94.8%
AAPL vs VCIT
+20.1%
+74.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +1.8% | -0.5% | +2.2% | +2.4% |
| 30D | +4.3% | +1.5% | +2.8% | +2.5% |
| 3M | +16.6% | -1.0% | +17.6% | +18.0% |
| 6M | +21.6% | -1.7% | +23.3% | +24.1% |
| YTD | +31.2% | -1.4% | +32.5% | +33.3% |
| 1Y | +29.6% | -0.9% | +30.5% | +31.0% |
| All | +94.8% | +20.1% | +74.7% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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