+527.5%
APP vs ITOT
+85.3%
+442.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.7% |
| 7D | +4.6% | +2.5% | +2.1% | -0.6% |
| 30D | +56.0% | -1.7% | +57.7% | +58.8% |
| 3M | +30.8% | -3.4% | +34.2% | +38.1% |
| 6M | -9.8% | +2.1% | -11.9% | -15.1% |
| YTD | -39.3% | +11.5% | -50.8% | -52.3% |
| 1Y | -26.4% | +13.6% | -40.1% | -44.3% |
| 3Y | +887.9% | +77.2% | +810.7% | +218.2% |
| 5Y | +264.1% | +64.4% | +199.7% | +45.3% |
| All | +527.5% | +85.3% | +442.2% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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