+1,361.6%
AAPL vs VO
+197.6%
+1,164.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.7% |
| 7D | +3.2% | +2.9% | +0.2% | +0.3% |
| 30D | +4.1% | +1.0% | +3.1% | +2.9% |
| 3M | +17.5% | -1.7% | +19.2% | +19.2% |
| 6M | +20.6% | +6.7% | +13.9% | +12.4% |
| YTD | +31.0% | +14.0% | +17.0% | +14.0% |
| 1Y | +30.2% | +13.7% | +16.5% | +13.5% |
| 3Y | +92.9% | +65.8% | +27.0% | +14.2% |
| 5Y | +142.4% | +36.6% | +105.8% | +74.8% |
| All | +1,361.6% | +197.6% | +1,164.0% | +428.0% |
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