+54,414.4%
AAPL vs VNQ
+387.0%
+54,027.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | +0.2% |
| 7D | -3.0% | -0.9% | -2.1% | -2.5% |
| 30D | +2.3% | -2.2% | +4.5% | +3.4% |
| 3M | +8.6% | -1.9% | +10.6% | +9.6% |
| 6M | +21.6% | +3.2% | +18.3% | +19.5% |
| YTD | +16.3% | +9.4% | +6.9% | +11.2% |
| 1Y | +35.1% | +7.5% | +27.5% | +30.1% |
| 3Y | +79.4% | +31.1% | +48.3% | +56.2% |
| 5Y | +109.8% | +6.6% | +103.3% | +102.0% |
| 10Y | +1,237.1% | +63.9% | +1,173.1% | +949.9% |
| All | +54,414.4% | +387.0% | +54,027.5% | +21,127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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