+35.0%
AAPL vs VST
-20.8%
+55.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.5% | -6.0% | -2.4% |
| 7D | +0.1% | +8.9% | -8.8% | +0.3% |
| 30D | +3.0% | +6.2% | -3.2% | +3.2% |
| 3M | +2.9% | -2.7% | +5.6% | +2.7% |
| 6M | +22.1% | -8.4% | +30.5% | +21.7% |
| YTD | +18.0% | -7.2% | +25.2% | +18.0% |
| All | +35.0% | -20.8% | +55.8% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling