+30.5%
AAPL vs VST
-30.9%
+61.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +7.3% | -4.9% | +2.8% |
| 7D | +3.7% | -0.5% | +4.2% | +3.6% |
| 30D | +4.2% | -17.1% | +21.2% | +3.3% |
| 3M | +12.0% | -4.6% | +16.6% | +11.8% |
| 6M | +19.8% | -9.1% | +28.8% | +18.9% |
| YTD | +29.3% | -16.6% | +46.0% | +28.7% |
| All | +30.5% | -30.9% | +61.4% | +29.3% |
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