+6,258.0%
AAPL price history and return analytics
+374.2%
+5,883.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | +0.4% | -0.4% | -0.4% |
| 30D | +3.0% | +1.0% | +2.0% | +2.0% |
| 3M | +2.9% | +2.4% | +0.5% | +0.2% |
| 6M | +22.1% | +12.0% | +10.1% | +9.1% |
| YTD | +18.0% | +15.3% | +2.7% | +2.5% |
| 1Y | +33.9% | +22.6% | +11.4% | +9.8% |
| 3Y | +71.2% | +74.7% | -3.5% | +1.7% |
| 5Y | +112.6% | +66.1% | +46.5% | +34.3% |
| 10Y | +1,198.8% | +225.0% | +973.8% | +381.0% |
| All | +6,258.0% | +374.2% | +5,883.8% | +1,842.6% |
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