+138.1%
AAPL vs VRT
+632.1%
-494.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +9.6% | -7.2% | +1.2% |
| 7D | +3.7% | -10.6% | +14.3% | +4.6% |
| 30D | +4.2% | -17.4% | +21.6% | +5.9% |
| 3M | +12.0% | -26.4% | +38.4% | +15.1% |
| 6M | +19.8% | -41.0% | +60.8% | +25.5% |
| YTD | +29.3% | +23.8% | +5.5% | +19.7% |
| 1Y | +31.1% | +11.6% | +19.5% | +22.8% |
| 3Y | +94.9% | +403.5% | -308.6% | +28.3% |
| 5Y | +138.1% | +647.0% | -509.0% | +34.1% |
| All | +138.1% | +632.1% | -494.1% | +34.1% |
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