+44.5%
AAPL vs VMC
-13.8%
+58.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.3% | +3.5% |
| 7D | -0.5% | -3.7% | +3.2% | -0.3% |
| 30D | +7.1% | -12.8% | +19.9% | +8.1% |
| 3M | +12.1% | -7.9% | +20.0% | +12.6% |
| 6M | +25.4% | -7.5% | +32.9% | +25.9% |
| YTD | +20.5% | -11.6% | +32.1% | +19.2% |
| 1Y | +44.5% | -14.3% | +58.8% | +44.1% |
| All | +44.5% | -13.8% | +58.3% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling