+93.6%
AAPL vs VST
+264.2%
-170.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.6% | -11.1% | -1.0% |
| 7D | -0.7% | -9.8% | +9.2% | -0.3% |
| 30D | +1.7% | -25.1% | +26.8% | +3.1% |
| 3M | +9.7% | -11.6% | +21.3% | +10.0% |
| 6M | +19.3% | -20.9% | +40.2% | +20.1% |
| YTD | +26.3% | -22.3% | +48.6% | +26.8% |
| 1Y | +27.4% | -32.0% | +59.4% | +29.2% |
| 3Y | +93.6% | +262.4% | -168.8% | +66.5% |
| All | +93.6% | +264.2% | -170.6% | +66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling