+93,367.2%
AAPL vs VTV
+712.5%
+92,654.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -3.0% | -0.7% | -2.3% | -2.4% |
| 30D | +2.3% | -0.5% | +2.8% | +2.8% |
| 3M | +8.6% | +5.3% | +3.3% | +3.4% |
| 6M | +21.6% | +12.9% | +8.7% | +8.4% |
| YTD | +16.3% | +18.5% | -2.2% | -0.9% |
| 1Y | +35.1% | +25.3% | +9.8% | +9.1% |
| 3Y | +79.4% | +68.2% | +11.2% | +10.6% |
| 5Y | +109.8% | +80.6% | +29.2% | +22.9% |
| 10Y | +1,237.1% | +232.9% | +1,004.1% | +353.8% |
| All | +93,367.2% | +712.5% | +92,654.7% | +12,064.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling