+105,309.1%
AAPL vs VO
+833.6%
+104,475.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.8% | +0.9% |
| 7D | +1.8% | +0.2% | +1.5% | +1.5% |
| 30D | +4.3% | +2.0% | +2.3% | +2.3% |
| 3M | +16.6% | -0.3% | +16.9% | +16.6% |
| 6M | +21.6% | +7.3% | +14.3% | +13.5% |
| YTD | +31.2% | +15.0% | +16.2% | +14.7% |
| 1Y | +29.6% | +14.7% | +14.9% | +13.4% |
| 3Y | +93.1% | +67.3% | +25.8% | +19.6% |
| 5Y | +146.2% | +38.8% | +107.4% | +81.5% |
| 10Y | +1,326.9% | +201.6% | +1,125.3% | +433.3% |
| All | +105,309.1% | +833.6% | +104,475.5% | +12,941.6% |
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 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