+545.9%
AAPL vs VRT
+2,548.2%
-2,002.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.6% | +9.3% | +1.2% |
| 7D | -3.0% | +2.4% | -5.4% | -3.5% |
| 30D | +2.3% | -2.7% | +5.0% | +2.4% |
| 3M | +8.6% | -9.2% | +17.8% | +8.5% |
| 6M | +21.6% | -0.5% | +22.1% | +18.6% |
| YTD | +16.3% | +62.3% | -46.0% | +3.1% |
| 1Y | +35.1% | +109.6% | -74.5% | +13.0% |
| 3Y | +79.4% | +573.1% | -493.7% | +7.3% |
| 5Y | +109.8% | +953.6% | -843.8% | +3.8% |
| All | +545.9% | +2,548.2% | -2,002.3% | +189.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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