+1,278.0%
AAPL vs VEA
+165.0%
+1,113.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +0.7% |
| 7D | +3.8% | -1.5% | +5.3% | +5.3% |
| 30D | +9.9% | -0.8% | +10.8% | +10.6% |
| 3M | +12.5% | +2.5% | +10.0% | +9.1% |
| 6M | +27.6% | +11.1% | +16.5% | +13.2% |
| YTD | +22.6% | +17.2% | +5.4% | +2.5% |
| 1Y | +45.0% | +24.5% | +20.5% | +13.7% |
| 3Y | +87.8% | +75.4% | +12.3% | +2.3% |
| 5Y | +128.7% | +61.1% | +67.6% | +36.8% |
| All | +1,278.0% | +165.0% | +1,113.0% | +450.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 10y: compounded portfolio wealth divided by compounded VEA 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…
10y analysis · Full analysis span regression · 6 months rolling