+111.5%
AAPL vs VRT
+955.7%
-844.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.4% | -6.9% | -3.1% |
| 7D | +0.1% | +9.1% | -9.0% | -1.1% |
| 30D | +3.0% | +0.9% | +2.0% | +2.6% |
| 3M | +2.9% | -13.4% | +16.3% | +3.7% |
| 6M | +22.1% | +11.7% | +10.4% | +17.7% |
| YTD | +18.0% | +73.2% | -55.2% | +5.5% |
| 1Y | +33.9% | +123.4% | -89.5% | +13.9% |
| 3Y | +71.2% | +606.2% | -535.0% | +8.3% |
| All | +111.5% | +955.7% | -844.2% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling