+19.3%
AAPL vs VST
-22.5%
+41.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.6% | -11.1% | +0.6% |
| 7D | -0.7% | -9.8% | +9.2% | -1.7% |
| 30D | +1.7% | -25.1% | +26.8% | -0.9% |
| 3M | +9.7% | -11.6% | +21.3% | +8.5% |
| 6M | +19.3% | -20.9% | +40.2% | +16.0% |
| All | +19.3% | -22.5% | +41.8% | +16.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling