+94,739.5%
AAPL vs VO
+827.2%
+93,912.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.3% |
| 7D | +0.1% | -0.3% | +0.4% | +0.3% |
| 30D | +3.0% | -0.3% | +3.3% | +3.2% |
| 3M | +2.9% | +2.9% | 0.0% | -0.1% |
| 6M | +22.1% | +9.3% | +12.8% | +12.1% |
| YTD | +18.0% | +14.2% | +3.8% | +4.0% |
| 1Y | +33.9% | +15.3% | +18.7% | +16.9% |
| 3Y | +71.2% | +56.2% | +14.9% | +12.9% |
| 5Y | +112.6% | +42.4% | +70.2% | +53.4% |
| 10Y | +1,198.8% | +194.7% | +1,004.0% | +395.7% |
| All | +94,739.5% | +827.2% | +93,912.3% | +11,729.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling