+87.8%
AAPL vs VYM
+65.1%
+22.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.1% |
| 7D | +3.8% | -0.8% | +4.6% | +4.7% |
| 30D | +9.9% | -2.2% | +12.2% | +12.4% |
| 3M | +12.5% | +3.1% | +9.4% | +9.0% |
| 6M | +27.6% | +9.7% | +17.9% | +16.0% |
| YTD | +22.6% | +14.9% | +7.7% | +6.3% |
| 1Y | +45.0% | +17.6% | +27.4% | +22.5% |
| 3Y | +87.8% | +65.3% | +22.5% | +22.5% |
| All | +87.8% | +65.1% | +22.7% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 3y: compounded portfolio wealth divided by compounded VYM 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…
3y analysis · Full analysis span regression · 6 months rolling