+43.9%
APLE vs VT
+224.5%
-180.5%
-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% | +0.2% |
| 7D | -5.3% | +0.4% | -5.7% | -5.8% |
| 30D | -5.3% | +1.0% | -6.3% | -6.4% |
| 3M | +1.0% | +2.4% | -1.4% | -2.3% |
| 6M | +29.7% | +12.0% | +17.7% | +12.3% |
| YTD | +37.8% | +15.3% | +22.5% | +15.0% |
| 1Y | +28.9% | +22.6% | +6.3% | -0.6% |
| 3Y | +28.4% | +74.7% | -46.3% | -36.3% |
| 5Y | +39.5% | +66.1% | -26.6% | -26.1% |
| All | +43.9% | +224.5% | -180.5% | -61.8% |
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