+16,544.2%
AAPL vs VIG
+655.8%
+15,888.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.1% | +3.5% | +0.7% | +0.3% |
| 30D | +4.0% | +4.9% | -1.0% | -1.4% |
| 3M | +16.8% | +2.5% | +14.3% | +13.6% |
| 6M | +19.4% | +11.0% | +8.4% | +6.4% |
| YTD | +31.5% | +16.0% | +15.5% | +11.8% |
| 1Y | +31.0% | +17.5% | +13.4% | +9.6% |
| 3Y | +95.3% | +67.0% | +28.3% | +12.4% |
| 5Y | +143.4% | +64.8% | +78.6% | +44.5% |
| 10Y | +1,330.5% | +263.6% | +1,066.9% | +283.8% |
| All | +16,544.2% | +655.8% | +15,888.4% | +2,051.2% |
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