+1,361.6%
AAPL vs VXUS
+146.4%
+1,215.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.8% |
| 7D | +3.2% | +2.3% | +0.9% | +0.9% |
| 30D | +4.1% | -2.2% | +6.3% | +6.3% |
| 3M | +17.5% | -5.4% | +22.9% | +23.7% |
| 6M | +20.6% | -1.2% | +21.8% | +20.5% |
| YTD | +31.0% | +10.4% | +20.6% | +15.6% |
| 1Y | +30.2% | +11.8% | +18.4% | +13.2% |
| 3Y | +92.9% | +68.4% | +24.5% | +7.5% |
| 5Y | +142.4% | +45.9% | +96.6% | +58.3% |
| All | +1,361.6% | +146.4% | +1,215.2% | +528.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling