+1,278.0%
AAPL vs VTEB
+17.9%
+1,260.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.5% |
| 7D | +3.8% | -0.9% | +4.8% | +4.6% |
| 30D | +9.9% | -2.5% | +12.4% | +12.3% |
| 3M | +12.5% | -3.0% | +15.5% | +15.4% |
| 6M | +27.6% | -2.1% | +29.8% | +29.9% |
| YTD | +22.6% | -1.5% | +24.0% | +24.1% |
| 1Y | +45.0% | +0.2% | +44.8% | +44.7% |
| 3Y | +87.8% | +8.6% | +79.2% | +75.4% |
| 5Y | +128.7% | +1.2% | +127.5% | +124.2% |
| All | +1,278.0% | +17.9% | +1,260.1% | +1,248.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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