+142.4%
AAPL vs VCIT
+3.6%
+138.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | +0.6% |
| 7D | +3.2% | -1.4% | +4.6% | +4.8% |
| 30D | +4.1% | +0.8% | +3.3% | +3.2% |
| 3M | +17.5% | -1.7% | +19.2% | +19.8% |
| 6M | +20.6% | -2.1% | +22.6% | +23.4% |
| YTD | +31.0% | -2.0% | +33.0% | +34.0% |
| 1Y | +30.2% | -1.5% | +31.7% | +32.4% |
| 3Y | +92.9% | +19.0% | +73.9% | +59.8% |
| 5Y | +142.4% | +3.8% | +138.6% | +111.2% |
| All | +142.4% | +3.6% | +138.8% | +111.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling