+124.8%
AAPL vs VIG
+61.5%
+63.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.0% | +4.2% |
| 7D | -0.5% | -2.2% | +1.7% | +2.5% |
| 30D | +7.1% | -3.2% | +10.3% | +11.8% |
| 3M | +12.1% | +3.0% | +9.1% | +7.8% |
| 6M | +25.4% | +8.1% | +17.3% | +13.1% |
| YTD | +20.5% | +9.1% | +11.4% | +7.4% |
| 1Y | +44.5% | +12.6% | +32.0% | +23.4% |
| 3Y | +85.8% | +55.4% | +30.4% | +3.1% |
| 5Y | +124.8% | +62.8% | +62.0% | +18.0% |
| All | +124.8% | +61.5% | +63.3% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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