+1,257.6%
AAPL vs VTEB
+26.0%
+1,231.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | +0.1% |
| 7D | -3.0% | -0.7% | -2.3% | -2.5% |
| 30D | +2.3% | -2.1% | +4.4% | +3.9% |
| 3M | +8.6% | -2.7% | +11.3% | +10.9% |
| 6M | +21.6% | -2.1% | +23.7% | +23.5% |
| YTD | +16.3% | -1.1% | +17.4% | +17.3% |
| 1Y | +35.1% | +1.3% | +33.7% | +33.7% |
| 3Y | +79.4% | +9.0% | +70.4% | +68.4% |
| 5Y | +109.8% | +1.5% | +108.3% | +105.3% |
| 10Y | +1,237.1% | +18.5% | +1,218.6% | +1,283.0% |
| All | +1,257.6% | +26.0% | +1,231.7% | +1,714.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling