+127.8%
AAPL vs VTI
+74.4%
+53.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.6% |
| 6M | +27.6% | +13.6% | +14.0% | +9.5% |
| YTD | +22.6% | +12.9% | +9.6% | +5.9% |
| 1Y | +45.0% | +17.2% | +27.8% | +19.6% |
| 3Y | +87.8% | +75.7% | +12.1% | -4.6% |
| All | +127.8% | +74.4% | +53.4% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling