+1,254.4%
AAPL vs VO
+197.9%
+1,056.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +4.5% |
| 7D | -0.5% | -2.5% | +2.0% | +2.0% |
| 30D | +7.1% | -3.2% | +10.3% | +10.5% |
| 3M | +12.1% | +3.9% | +8.2% | +7.6% |
| 6M | +25.4% | +9.6% | +15.8% | +13.9% |
| YTD | +20.5% | +11.6% | +8.9% | +7.3% |
| 1Y | +44.5% | +12.6% | +31.9% | +27.4% |
| 3Y | +85.8% | +55.4% | +30.4% | +17.8% |
| 5Y | +124.8% | +41.8% | +82.9% | +56.6% |
| All | +1,254.4% | +197.9% | +1,056.4% | +415.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling