+136,369.6%
AAPL vs VSH
+1,455.9%
+134,913.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.6% | +4.5% | +1.1% |
| 7D | +3.2% | +26.2% | -23.0% | -3.4% |
| 30D | +4.1% | -12.5% | +16.6% | +6.1% |
| 3M | +17.5% | -16.9% | +34.4% | +20.2% |
| 6M | +20.6% | -17.0% | +37.5% | +17.1% |
| YTD | +31.0% | +93.8% | -62.8% | -1.9% |
| 1Y | +30.2% | +99.3% | -69.1% | -3.5% |
| 3Y | +92.9% | +35.0% | +57.9% | +52.3% |
| 5Y | +142.4% | +45.8% | +96.6% | +85.8% |
| 10Y | +1,324.9% | +127.1% | +1,197.8% | +821.8% |
| All | +136,369.6% | +1,455.9% | +134,913.7% | +51,618.5% |
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