+56.1%
APLE vs VT
+60.6%
-4.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | -0.8% |
| 7D | +1.6% | -0.3% | +1.9% | +1.9% |
| 30D | +15.2% | -1.4% | +16.7% | +16.9% |
| 3M | +15.3% | -1.4% | +16.7% | +16.9% |
| 6M | +47.2% | +5.5% | +41.7% | +38.5% |
| YTD | +67.8% | +12.8% | +55.0% | +46.6% |
| 1Y | +80.4% | +15.4% | +65.0% | +53.6% |
| 3Y | +37.8% | +76.9% | -39.0% | -26.2% |
| 5Y | +56.1% | +60.4% | -4.3% | -6.1% |
| All | +56.1% | +60.6% | -4.5% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling