+1,278.0%
AAPL vs VEU
+155.0%
+1,123.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +0.7% |
| 7D | +3.8% | -1.4% | +5.3% | +5.3% |
| 30D | +9.9% | -0.4% | +10.4% | +10.2% |
| 3M | +12.5% | +2.5% | +10.0% | +9.0% |
| 6M | +27.6% | +11.1% | +16.5% | +12.9% |
| YTD | +22.6% | +16.5% | +6.0% | +2.8% |
| 1Y | +45.0% | +22.9% | +22.1% | +14.7% |
| 3Y | +87.8% | +73.4% | +14.3% | +2.5% |
| 5Y | +128.7% | +56.1% | +72.6% | +40.2% |
| All | +1,278.0% | +155.0% | +1,123.0% | +465.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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