+94,739.5%
AAPL vs VUG
+1,251.8%
+93,487.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | +3.0% | -0.3% | +3.3% | +3.2% |
| 3M | +2.9% | -0.7% | +3.6% | +2.7% |
| 6M | +22.1% | +14.6% | +7.5% | +4.1% |
| YTD | +18.0% | +9.0% | +9.0% | +6.1% |
| 1Y | +33.9% | +14.9% | +19.1% | +13.4% |
| 3Y | +71.2% | +86.0% | -14.9% | -15.2% |
| 5Y | +112.6% | +76.7% | +35.9% | +10.6% |
| 10Y | +1,198.8% | +411.3% | +787.5% | +117.7% |
| All | +94,739.5% | +1,251.8% | +93,487.7% | +5,633.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling