+11,914.2%
AAPL vs VEU
+190.9%
+11,723.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | -2.7% | +1.7% | -4.4% | -4.0% |
| 30D | +1.0% | +1.0% | 0.0% | +0.1% |
| 3M | +5.0% | +5.6% | -0.7% | -0.1% |
| 6M | +23.0% | +13.7% | +9.4% | +9.9% |
| YTD | +16.6% | +17.7% | -1.1% | +1.0% |
| 1Y | +33.4% | +25.8% | +7.7% | +9.5% |
| 3Y | +79.9% | +77.1% | +2.8% | +12.0% |
| 5Y | +109.0% | +57.1% | +51.9% | +44.1% |
| 10Y | +1,210.4% | +149.8% | +1,060.6% | +548.1% |
| All | +11,914.2% | +190.9% | +11,723.3% | +5,395.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling