+109.8%
AAPL price history and return analytics
+65.7%
+44.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.5% |
| 7D | -3.0% | -0.1% | -2.8% | -2.8% |
| 30D | +2.3% | -0.7% | +3.0% | +3.0% |
| 3M | +8.6% | +4.0% | +4.6% | +3.2% |
| 6M | +21.6% | +12.3% | +9.3% | +4.9% |
| YTD | +16.3% | +14.0% | +2.3% | -1.7% |
| 1Y | +35.1% | +20.3% | +14.8% | +6.6% |
| 3Y | +79.4% | +75.4% | +3.9% | -11.7% |
| 5Y | +109.8% | +66.0% | +43.9% | +12.1% |
| All | +109.8% | +65.7% | +44.2% | +12.1% |
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