+105,579.1%
AAPL vs VUG
+1,188.6%
+104,390.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +1.4% |
| 7D | +4.1% | +2.5% | +1.6% | +1.4% |
| 30D | +4.0% | -6.3% | +10.2% | +10.7% |
| 3M | +16.8% | -6.0% | +22.8% | +23.7% |
| 6M | +19.4% | -3.5% | +22.9% | +21.9% |
| YTD | +31.5% | +3.9% | +27.6% | +23.4% |
| 1Y | +31.0% | +5.1% | +25.9% | +21.3% |
| 3Y | +95.3% | +77.9% | +17.4% | +0.8% |
| 5Y | +143.4% | +62.4% | +81.0% | +37.7% |
| 10Y | +1,330.5% | +399.4% | +931.1% | +144.0% |
| All | +105,579.1% | +1,188.6% | +104,390.5% | +6,570.9% |
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