+1,254.4%
AAPL price history and return analytics
+226.9%
+1,027.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.4% | +4.6% |
| 7D | -0.5% | -2.0% | +1.5% | +1.8% |
| 30D | +7.1% | -1.4% | +8.5% | +8.8% |
| 3M | +12.1% | +4.7% | +7.4% | +5.5% |
| 6M | +25.4% | +11.4% | +14.1% | +9.2% |
| YTD | +20.5% | +13.1% | +7.4% | +2.9% |
| 1Y | +44.5% | +19.0% | +25.5% | +15.8% |
| 3Y | +85.8% | +73.9% | +11.8% | -5.8% |
| 5Y | +124.8% | +65.4% | +59.4% | +22.5% |
| All | +1,254.4% | +226.9% | +1,027.5% | +283.7% |
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 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