+3,437.7%
AAPL vs VXUS
+164.4%
+3,273.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.2% |
| 7D | +1.8% | -0.5% | +2.3% | +2.1% |
| 30D | +4.3% | -1.2% | +5.5% | +5.3% |
| 3M | +16.6% | -3.8% | +20.5% | +20.2% |
| 6M | +21.6% | -1.7% | +23.3% | +22.2% |
| YTD | +31.2% | +11.4% | +19.8% | +17.7% |
| 1Y | +29.6% | +13.3% | +16.2% | +14.4% |
| 3Y | +93.1% | +70.0% | +23.1% | +20.0% |
| 5Y | +146.2% | +48.1% | +98.1% | +72.6% |
| 10Y | +1,326.9% | +147.1% | +1,179.8% | +593.6% |
| All | +3,437.7% | +164.4% | +3,273.3% | +1,495.3% |
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