+84.7%
APLE price history and return analytics
+221.8%
-137.1%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.3% |
| 7D | +3.1% | +2.4% | +0.7% | +0.2% |
| 30D | +19.2% | -1.5% | +20.7% | +21.2% |
| 3M | +24.4% | -4.1% | +28.5% | +30.5% |
| 6M | +45.3% | +0.6% | +44.7% | +43.3% |
| YTD | +73.5% | +11.0% | +62.5% | +51.1% |
| 1Y | +78.9% | +13.3% | +65.5% | +51.6% |
| 3Y | +50.8% | +73.4% | -22.6% | -25.1% |
| 5Y | +66.5% | +57.4% | +9.1% | -6.1% |
| All | +84.7% | +221.8% | -137.1% | -48.0% |
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