+3,082.9%
AAPL vs VXUS
+179.6%
+2,903.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.9% |
| 7D | +0.1% | +1.0% | -0.9% | -0.8% |
| 30D | +3.0% | +2.2% | +0.8% | +1.0% |
| 3M | +2.9% | +3.0% | -0.1% | -0.2% |
| 6M | +22.1% | +10.7% | +11.4% | +10.8% |
| YTD | +18.0% | +17.8% | +0.2% | +1.2% |
| 1Y | +33.9% | +27.6% | +6.4% | +7.0% |
| 3Y | +71.2% | +73.3% | -2.1% | +4.8% |
| 5Y | +112.6% | +54.3% | +58.3% | +44.2% |
| 10Y | +1,198.8% | +149.8% | +1,048.9% | +520.0% |
| All | +3,082.9% | +179.6% | +2,903.3% | +1,271.8% |
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