+6,502.4%
AAPL vs VT
+368.9%
+6,133.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +0.9% |
| 7D | +3.8% | -1.1% | +5.0% | +4.9% |
| 30D | +9.9% | -1.0% | +10.9% | +10.9% |
| 3M | +12.5% | +3.2% | +9.3% | +8.9% |
| 6M | +27.6% | +12.5% | +15.1% | +13.6% |
| YTD | +22.6% | +14.1% | +8.5% | +7.6% |
| 1Y | +45.0% | +18.9% | +26.1% | +22.3% |
| 3Y | +87.8% | +74.1% | +13.7% | +11.9% |
| 5Y | +128.7% | +66.9% | +61.8% | +43.9% |
| 10Y | +1,308.9% | +228.3% | +1,080.6% | +418.3% |
| All | +6,502.4% | +368.9% | +6,133.4% | +1,937.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling