+1,278.0%
AAPL vs VTI
+305.0%
+972.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.8% |
| 7D | +3.8% | -0.9% | +4.7% | +4.9% |
| 30D | +9.9% | -1.4% | +11.4% | +11.7% |
| 3M | +12.5% | +3.6% | +8.9% | +7.5% |
| 6M | +27.6% | +13.6% | +14.0% | +9.3% |
| YTD | +22.6% | +12.9% | +9.6% | +5.7% |
| 1Y | +45.0% | +17.2% | +27.8% | +19.4% |
| 3Y | +87.8% | +75.7% | +12.1% | -4.2% |
| 5Y | +128.7% | +75.4% | +53.2% | +18.1% |
| All | +1,278.0% | +305.0% | +972.9% | +213.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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