+94.6%
APLE price history and return analytics
+224.4%
-129.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -3.2% |
| 7D | +5.2% | -0.7% | +5.9% | +6.0% |
| 30D | +22.5% | -1.7% | +24.3% | +25.0% |
| 3M | +29.0% | -2.3% | +31.3% | +32.3% |
| 6M | +47.8% | +1.5% | +46.3% | +44.1% |
| YTD | +76.6% | +12.0% | +64.5% | +52.0% |
| 1Y | +78.3% | +12.9% | +65.5% | +52.0% |
| 3Y | +54.0% | +74.9% | -21.0% | -24.4% |
| 5Y | +68.7% | +59.9% | +8.7% | -6.7% |
| 10Y | +94.6% | +224.6% | -130.0% | -45.3% |
| All | +94.6% | +224.4% | -129.7% | -45.3% |
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