+127.8%
AAPL vs VGT
+136.3%
-8.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +0.8% |
| 7D | +3.8% | -0.2% | +4.0% | +3.9% |
| 30D | +9.9% | -0.4% | +10.4% | +10.0% |
| 3M | +12.5% | +4.4% | +8.1% | +7.4% |
| 6M | +27.6% | +32.1% | -4.4% | -0.4% |
| YTD | +22.6% | +28.8% | -6.2% | -2.7% |
| 1Y | +45.0% | +35.3% | +9.6% | +9.6% |
| 3Y | +87.8% | +124.8% | -37.0% | -12.5% |
| All | +127.8% | +136.3% | -8.5% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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