+41.8%
APLE price history and return analytics
+221.4%
-179.7%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.6% |
| 7D | -2.0% | +1.0% | -3.0% | -3.2% |
| 30D | -5.2% | -0.2% | -5.0% | -5.0% |
| 3M | -0.7% | +4.5% | -5.2% | -6.2% |
| 6M | +29.9% | +14.1% | +15.8% | +10.0% |
| YTD | +34.8% | +14.8% | +20.1% | +13.1% |
| 1Y | +27.9% | +21.2% | +6.7% | 0.0% |
| 3Y | +16.8% | +76.6% | -59.7% | -42.8% |
| 5Y | +38.4% | +66.6% | -28.2% | -27.0% |
| 10Y | +41.8% | +222.3% | -180.5% | -62.3% |
| All | +41.8% | +221.4% | -179.7% | -62.3% |
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