+7,141.4%
AAPL vs VEA
+169.3%
+6,972.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -2.7% | +1.9% | -4.6% | -4.2% |
| 30D | +1.0% | +0.8% | +0.2% | +0.3% |
| 3M | +5.0% | +5.7% | -0.7% | -0.2% |
| 6M | +23.0% | +13.3% | +9.7% | +10.1% |
| YTD | +16.6% | +18.4% | -1.8% | +0.4% |
| 1Y | +33.4% | +27.0% | +6.5% | +8.4% |
| 3Y | +79.9% | +79.3% | +0.6% | +10.3% |
| 5Y | +109.0% | +62.1% | +46.9% | +39.8% |
| 10Y | +1,210.4% | +160.3% | +1,050.2% | +519.7% |
| All | +7,141.4% | +169.3% | +6,972.2% | +3,567.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling