+54.7%
APLE vs VT
+57.9%
-3.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.6% | -1.6% | +2.2% | +2.3% |
| 30D | +13.4% | -2.5% | +15.9% | +16.4% |
| 3M | +14.2% | -1.3% | +15.5% | +15.6% |
| 6M | +43.4% | +3.1% | +40.3% | +38.2% |
| YTD | +66.3% | +10.9% | +55.4% | +47.8% |
| 1Y | +75.0% | +12.1% | +63.0% | +53.8% |
| 3Y | +36.6% | +73.9% | -37.3% | -25.5% |
| All | +54.7% | +57.9% | -3.2% | -5.3% |
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