+37.4%
APLE vs VT
+73.6%
-36.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.6% | -1.6% | +2.2% | +2.2% |
| 30D | +13.4% | -2.5% | +15.9% | +16.3% |
| 3M | +14.2% | -1.3% | +15.5% | +15.5% |
| 6M | +43.4% | +3.1% | +40.3% | +38.1% |
| YTD | +66.3% | +10.9% | +55.4% | +47.7% |
| 1Y | +75.0% | +12.1% | +63.0% | +53.6% |
| All | +37.4% | +73.6% | -36.2% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling