+14,837.0%
AAPL vs VIG
+623.5%
+14,213.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | +0.1% | -0.4% | +0.5% | +0.6% |
| 30D | +3.0% | -1.0% | +3.9% | +4.1% |
| 3M | +2.9% | +2.8% | +0.1% | -0.1% |
| 6M | +22.1% | +8.2% | +13.9% | +12.0% |
| YTD | +18.0% | +11.0% | +7.0% | +5.3% |
| 1Y | +33.9% | +16.1% | +17.8% | +13.6% |
| 3Y | +71.2% | +56.2% | +15.0% | +6.1% |
| 5Y | +112.6% | +63.0% | +49.6% | +28.1% |
| 10Y | +1,198.8% | +241.4% | +957.3% | +272.8% |
| All | +14,837.0% | +623.5% | +14,213.5% | +1,926.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling