+124.8%
AAPL vs VEU
+53.0%
+71.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +4.8% | +4.7% |
| 7D | -0.5% | -1.9% | +1.4% | +1.2% |
| 30D | +7.1% | -0.7% | +7.8% | +7.6% |
| 3M | +12.1% | +4.9% | +7.2% | +6.6% |
| 6M | +25.4% | +9.8% | +15.6% | +13.2% |
| YTD | +20.5% | +15.3% | +5.1% | +3.0% |
| 1Y | +44.5% | +23.0% | +21.5% | +15.4% |
| 3Y | +85.8% | +73.5% | +12.3% | +2.7% |
| 5Y | +124.8% | +54.5% | +70.3% | +41.7% |
| All | +124.8% | +53.0% | +71.7% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling