+134.6%
AAPL vs VSXY
+37.5%
+97.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.3% | +1.4% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | +9.9% | -18.7% | +28.6% | +12.4% |
| 3M | +12.5% | -4.0% | +16.5% | +12.4% |
| 6M | +27.6% | +67.5% | -39.9% | +17.2% |
| YTD | +22.6% | +39.7% | -17.1% | +14.5% |
| 1Y | +45.0% | +180.0% | -135.0% | +22.3% |
| 3Y | +87.8% | +337.3% | -249.5% | +39.1% |
| 5Y | +128.7% | +22.7% | +106.0% | +97.5% |
| All | +134.6% | +37.5% | +97.1% | +99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling