+44.5%
AAPL vs VXUS
+22.1%
+22.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +4.9% | +4.0% |
| 7D | -0.5% | -1.9% | +1.4% | +0.2% |
| 30D | +7.1% | -0.7% | +7.8% | +7.3% |
| 3M | +12.1% | +4.9% | +7.2% | +9.4% |
| 6M | +25.4% | +9.7% | +15.8% | +19.1% |
| YTD | +20.5% | +15.0% | +5.4% | +10.8% |
| 1Y | +44.5% | +22.4% | +22.1% | +29.2% |
| All | +44.5% | +22.1% | +22.5% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling