+122,851.5%
AAPL vs VSH
+1,674.8%
+121,176.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.4% | -6.9% | -3.7% |
| 7D | +0.1% | +4.1% | -4.0% | -1.1% |
| 30D | +3.0% | -4.2% | +7.1% | +3.6% |
| 3M | +2.9% | -50.0% | +52.9% | +19.6% |
| 6M | +22.1% | +80.2% | -58.1% | -3.5% |
| YTD | +18.0% | +121.1% | -103.1% | -12.7% |
| 1Y | +33.9% | +112.0% | -78.1% | -0.6% |
| 3Y | +71.2% | +22.5% | +48.6% | +42.4% |
| 5Y | +112.6% | +64.0% | +48.6% | +61.3% |
| 10Y | +1,198.8% | +170.4% | +1,028.4% | +719.5% |
| All | +122,851.5% | +1,674.8% | +121,176.6% | +45,912.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling