+61.2%
AAPL vs VG
-44.6%
+105.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.4% |
| 7D | +4.1% | +14.0% | -9.8% | +4.0% |
| 30D | +4.0% | -1.0% | +4.9% | +4.0% |
| 3M | +16.8% | -2.7% | +19.5% | +16.8% |
| 6M | +19.4% | +1.5% | +17.9% | +19.2% |
| YTD | +31.5% | +93.7% | -62.2% | +25.6% |
| 1Y | +31.0% | +68.5% | -37.6% | +26.1% |
| All | +61.2% | -44.6% | +105.8% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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