+103,349.3%
AAPL vs VTI
+959.0%
+102,390.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | -2.7% | +0.6% | -3.4% | -3.4% |
| 30D | +1.0% | -1.1% | +2.1% | +2.2% |
| 3M | +5.0% | +3.9% | +1.1% | +0.3% |
| 6M | +23.0% | +14.6% | +8.4% | +5.6% |
| YTD | +16.6% | +13.3% | +3.3% | +1.3% |
| 1Y | +33.4% | +19.2% | +14.3% | +9.6% |
| 3Y | +79.9% | +77.4% | +2.5% | -3.6% |
| 5Y | +109.0% | +74.0% | +35.0% | +16.0% |
| 10Y | +1,210.4% | +294.6% | +915.8% | +215.9% |
| All | +103,349.3% | +959.0% | +102,390.3% | +11,110.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling