+109.8%
AAPL vs VMC
+48.3%
+61.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +0.9% |
| 7D | -3.0% | -5.3% | +2.4% | -1.0% |
| 30D | +2.3% | -12.3% | +14.6% | +7.2% |
| 3M | +8.6% | -10.3% | +18.9% | +12.3% |
| 6M | +21.6% | -8.6% | +30.1% | +24.2% |
| YTD | +16.3% | -11.9% | +28.2% | +19.3% |
| 1Y | +35.1% | -13.9% | +49.0% | +39.4% |
| 3Y | +79.4% | +18.2% | +61.2% | +53.6% |
| 5Y | +109.8% | +47.7% | +62.1% | +54.9% |
| All | +109.8% | +48.3% | +61.6% | +54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling