+6,738.8%
AAPL vs VT
+345.0%
+6,393.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.5% | +2.3% |
| 7D | -1.4% | -4.2% | +2.8% | +2.6% |
| 30D | +3.2% | -5.8% | +9.0% | +8.9% |
| 3M | +10.8% | -5.2% | +16.0% | +16.2% |
| 6M | +21.3% | +0.1% | +21.2% | +20.3% |
| YTD | +26.9% | +8.2% | +18.7% | +16.8% |
| 1Y | +27.9% | +10.1% | +17.8% | +15.7% |
| 3Y | +97.5% | +69.7% | +27.8% | +20.4% |
| 5Y | +132.9% | +53.4% | +79.5% | +58.0% |
| 10Y | +1,275.7% | +219.2% | +1,056.5% | +420.9% |
| All | +6,738.8% | +345.0% | +6,393.8% | +2,112.9% |
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