+79.9%
AAPL vs VUG
+88.1%
-8.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -2.7% | +0.9% | -3.6% | -3.4% |
| 30D | +1.0% | -1.4% | +2.4% | +2.1% |
| 3M | +5.0% | +2.3% | +2.6% | +2.5% |
| 6M | +23.0% | +15.7% | +7.4% | +7.5% |
| YTD | +16.6% | +8.6% | +8.0% | +7.7% |
| 1Y | +33.4% | +14.1% | +19.4% | +17.4% |
| 3Y | +79.9% | +87.9% | -8.0% | +0.3% |
| All | +79.9% | +88.1% | -8.2% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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