+87.8%
AAPL vs VTEB
+8.6%
+79.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.4% |
| 7D | +3.8% | -0.9% | +4.8% | +4.8% |
| 30D | +9.9% | -2.5% | +12.4% | +12.8% |
| 3M | +12.5% | -3.0% | +15.5% | +16.0% |
| 6M | +27.6% | -2.1% | +29.8% | +30.5% |
| YTD | +22.6% | -1.5% | +24.0% | +24.4% |
| 1Y | +45.0% | +0.2% | +44.8% | +44.5% |
| 3Y | +87.8% | +8.6% | +79.2% | +68.7% |
| All | +87.8% | +8.6% | +79.2% | +68.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling