+109.8%
AAPL vs VUG
+75.3%
+34.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | +2.3% | -1.7% | +4.0% | +3.8% |
| 3M | +8.6% | +2.8% | +5.8% | +5.2% |
| 6M | +21.6% | +13.6% | +8.0% | +6.9% |
| YTD | +16.3% | +8.1% | +8.2% | +7.1% |
| 1Y | +35.1% | +13.1% | +22.0% | +18.7% |
| 3Y | +79.4% | +87.0% | -7.6% | -3.9% |
| 5Y | +109.8% | +76.0% | +33.9% | +16.3% |
| All | +109.8% | +75.3% | +34.5% | +16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling