+84.5%
AAPL vs VTI
+74.4%
+10.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +4.2% |
| 7D | -0.5% | -2.0% | +1.5% | +1.6% |
| 30D | +7.1% | -1.9% | +9.1% | +9.2% |
| 3M | +12.1% | +4.5% | +7.6% | +6.5% |
| 6M | +25.4% | +12.6% | +12.8% | +9.8% |
| YTD | +20.5% | +12.0% | +8.5% | +6.0% |
| 1Y | +44.5% | +17.3% | +27.2% | +20.5% |
| All | +84.5% | +74.4% | +10.2% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling