+87.8%
AAPL vs VEA
+75.8%
+12.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.0% |
| 7D | +3.8% | -1.5% | +5.3% | +4.9% |
| 30D | +9.9% | -0.8% | +10.8% | +10.4% |
| 3M | +12.5% | +2.5% | +10.0% | +10.0% |
| 6M | +27.6% | +11.1% | +16.5% | +16.3% |
| YTD | +22.6% | +17.2% | +5.4% | +5.9% |
| 1Y | +45.0% | +24.5% | +20.5% | +18.2% |
| 3Y | +87.8% | +75.4% | +12.3% | +13.3% |
| All | +87.8% | +75.8% | +12.0% | +13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling