+81.6%
APLE vs VT
+226.2%
-144.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.6% | -1.6% | +2.2% | +2.5% |
| 30D | +13.4% | -2.5% | +15.9% | +16.9% |
| 3M | +14.2% | -1.3% | +15.5% | +15.8% |
| 6M | +43.4% | +3.1% | +40.3% | +37.3% |
| YTD | +66.3% | +10.9% | +55.4% | +45.1% |
| 1Y | +75.0% | +12.1% | +63.0% | +50.6% |
| 3Y | +36.6% | +73.9% | -37.3% | -32.3% |
| 5Y | +53.2% | +58.0% | -4.7% | -13.9% |
| All | +81.6% | +226.2% | -144.7% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling