+87.8%
AAPL vs VTV
+67.6%
+20.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.0% |
| 7D | +3.8% | -1.1% | +4.9% | +5.0% |
| 30D | +9.9% | -1.0% | +11.0% | +11.0% |
| 3M | +12.5% | +4.6% | +7.8% | +7.3% |
| 6M | +27.6% | +13.5% | +14.1% | +12.0% |
| YTD | +22.6% | +18.5% | +4.1% | +2.8% |
| 1Y | +45.0% | +22.9% | +22.1% | +16.8% |
| 3Y | +87.8% | +67.8% | +19.9% | +18.4% |
| All | +87.8% | +67.6% | +20.1% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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