+3,432.9%
AAPL vs VXUS
+161.9%
+3,271.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.7% |
| 7D | +3.2% | +2.3% | +0.9% | +1.2% |
| 30D | +4.1% | -2.2% | +6.3% | +6.0% |
| 3M | +17.5% | -5.4% | +22.9% | +22.8% |
| 6M | +20.6% | -1.2% | +21.8% | +20.7% |
| YTD | +31.0% | +10.4% | +20.6% | +18.4% |
| 1Y | +30.2% | +11.8% | +18.4% | +16.3% |
| 3Y | +92.9% | +68.4% | +24.5% | +20.8% |
| 5Y | +142.4% | +45.9% | +96.6% | +72.1% |
| 10Y | +1,324.9% | +144.7% | +1,180.2% | +598.1% |
| All | +3,432.9% | +161.9% | +3,271.0% | +1,505.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling