+124.8%
AAPL vs VCLT
-17.3%
+142.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.7% | +4.3% |
| 7D | -0.5% | -1.3% | +0.8% | +0.2% |
| 30D | +7.1% | -1.1% | +8.2% | +7.8% |
| 3M | +12.1% | -3.7% | +15.8% | +14.6% |
| 6M | +25.4% | -4.0% | +29.4% | +28.5% |
| YTD | +20.5% | -3.4% | +23.8% | +22.9% |
| 1Y | +44.5% | -4.1% | +48.7% | +48.1% |
| 3Y | +85.8% | +11.0% | +74.8% | +74.4% |
| 5Y | +124.8% | -17.0% | +141.8% | +128.3% |
| All | +124.8% | -17.3% | +142.0% | +128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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