+79.9%
AAPL vs VRT
+642.1%
-562.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.8% | -1.5% |
| 7D | -2.7% | +13.6% | -16.4% | -3.9% |
| 30D | +1.0% | +6.8% | -5.8% | +0.3% |
| 3M | +5.0% | -3.2% | +8.2% | +4.5% |
| 6M | +23.0% | +20.3% | +2.7% | +18.8% |
| YTD | +16.6% | +79.6% | -63.0% | +7.1% |
| 1Y | +33.4% | +139.0% | -105.6% | +17.5% |
| 3Y | +79.9% | +644.6% | -564.7% | +17.4% |
| All | +79.9% | +642.1% | -562.3% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling