+84.8%
APLE price history and return analytics
+222.7%
-137.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.9% |
| 7D | +7.3% | +2.9% | +4.4% | +3.7% |
| 30D | +18.1% | -2.5% | +20.7% | +21.7% |
| 3M | +25.5% | -3.3% | +28.9% | +30.4% |
| 6M | +44.9% | +1.5% | +43.4% | +41.3% |
| YTD | +73.6% | +11.4% | +62.3% | +50.6% |
| 1Y | +77.0% | +11.9% | +65.1% | +52.4% |
| 3Y | +51.4% | +73.9% | -22.5% | -25.1% |
| 5Y | +66.6% | +57.9% | +8.7% | -6.4% |
| All | +84.8% | +222.7% | -137.9% | -48.2% |
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