+109.8%
AAPL vs VSH
+67.3%
+42.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -3.0% | +3.5% | -6.5% | -3.7% |
| 30D | +2.3% | -4.4% | +6.7% | +3.0% |
| 3M | +8.6% | -45.8% | +54.4% | +22.5% |
| 6M | +21.6% | +90.1% | -68.6% | -9.9% |
| YTD | +16.3% | +120.3% | -104.0% | -18.8% |
| 1Y | +35.1% | +112.2% | -77.2% | -5.7% |
| 3Y | +79.4% | +36.6% | +42.8% | +39.7% |
| 5Y | +109.8% | +67.0% | +42.8% | +40.8% |
| All | +109.8% | +67.3% | +42.6% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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