+109.8%
AAPL vs VO
+42.2%
+67.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.5% |
| 7D | -3.0% | -0.6% | -2.4% | -2.4% |
| 30D | +2.3% | -1.9% | +4.2% | +4.2% |
| 3M | +8.6% | +3.3% | +5.4% | +5.0% |
| 6M | +21.6% | +9.7% | +11.9% | +10.5% |
| YTD | +16.3% | +12.6% | +3.7% | +2.8% |
| 1Y | +35.1% | +13.6% | +21.4% | +18.1% |
| 3Y | +79.4% | +56.8% | +22.6% | +12.3% |
| 5Y | +109.8% | +42.3% | +67.6% | +41.6% |
| All | +109.8% | +42.2% | +67.6% | +41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling