+247,972.3%
AAPL vs VTR
+1,484.0%
+246,488.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.2% |
| 7D | -3.0% | -2.9% | 0.0% | -2.4% |
| 30D | +2.3% | -2.8% | +5.1% | +2.9% |
| 3M | +8.6% | +9.0% | -0.4% | +6.5% |
| 6M | +21.6% | +5.0% | +16.6% | +19.9% |
| YTD | +16.3% | +16.9% | -0.6% | +12.1% |
| 1Y | +35.1% | +34.3% | +0.8% | +26.3% |
| 3Y | +79.4% | +131.6% | -52.2% | +48.2% |
| 5Y | +109.8% | +88.0% | +21.8% | +79.5% |
| 10Y | +1,237.1% | +97.8% | +1,139.3% | +946.6% |
| All | +247,972.3% | +1,484.0% | +246,488.3% | +126,966.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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