+57.6%
AAPL vs VG
-49.4%
+107.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.6% |
| 7D | +5.0% | -7.7% | +12.7% | +5.1% |
| 30D | +3.5% | -8.8% | +12.3% | +3.6% |
| 3M | +13.1% | -15.6% | +28.7% | +13.2% |
| 6M | +19.0% | +5.2% | +13.8% | +18.6% |
| YTD | +28.5% | +76.9% | -48.4% | +22.8% |
| 1Y | +29.7% | +42.5% | -12.8% | +25.6% |
| All | +57.6% | -49.4% | +107.0% | +39.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling