+96.5%
APLE vs VT
+208.1%
-111.5%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.6% | -1.6% | +2.2% | +2.4% |
| 30D | +13.4% | -2.5% | +15.9% | +16.7% |
| 3M | +14.2% | -1.3% | +15.5% | +15.7% |
| 6M | +43.4% | +3.1% | +40.3% | +37.7% |
| YTD | +66.3% | +10.9% | +55.4% | +46.4% |
| 1Y | +75.0% | +12.1% | +63.0% | +52.1% |
| 3Y | +36.6% | +73.9% | -37.3% | -28.9% |
| 5Y | +53.2% | +58.0% | -4.7% | -10.5% |
| 10Y | +83.9% | +225.5% | -141.6% | -44.9% |
| All | +96.5% | +208.1% | -111.5% | -40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling