+81.7%
APLE price history and return analytics
+215.5%
-133.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.7% |
| 7D | +1.9% | -2.3% | +4.3% | +4.8% |
| 30D | +18.2% | -5.0% | +23.2% | +25.5% |
| 3M | +19.7% | -4.9% | +24.6% | +26.9% |
| 6M | +38.7% | -1.5% | +40.3% | +40.3% |
| YTD | +68.4% | +8.5% | +59.9% | +50.7% |
| 1Y | +79.7% | +11.4% | +68.4% | +55.6% |
| 3Y | +39.1% | +70.1% | -31.0% | -29.3% |
| 5Y | +54.6% | +53.7% | +0.8% | -10.3% |
| All | +81.7% | +215.5% | -133.9% | -46.8% |
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