+1,306.6%
AAPL vs VT
+217.6%
+1,089.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +5.0% | -0.1% | +5.1% | +5.1% |
| 30D | +3.5% | -3.1% | +6.6% | +7.1% |
| 3M | +13.1% | -3.5% | +16.6% | +17.4% |
| 6M | +19.0% | +0.5% | +18.6% | +17.1% |
| YTD | +28.5% | +10.8% | +17.8% | +12.0% |
| 1Y | +29.7% | +11.9% | +17.8% | +11.5% |
| 3Y | +89.2% | +73.0% | +16.3% | -4.0% |
| 5Y | +141.2% | +58.6% | +82.6% | +37.3% |
| 10Y | +1,306.6% | +219.2% | +1,087.4% | +293.3% |
| All | +1,306.6% | +217.6% | +1,089.0% | +293.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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