+333.0%
APP vs VEA
+61.3%
+271.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +1.5% |
| 7D | +0.9% | +1.0% | -0.1% | -0.8% |
| 30D | -23.3% | +1.9% | -25.2% | -25.8% |
| 3M | -42.6% | +3.2% | -45.9% | -46.2% |
| 6M | -33.6% | +10.2% | -43.8% | -46.3% |
| YTD | -52.4% | +18.9% | -71.3% | -66.6% |
| 1Y | -35.9% | +29.3% | -65.2% | -61.8% |
| 3Y | +642.2% | +76.8% | +565.4% | +147.7% |
| All | +333.0% | +61.3% | +271.7% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 5y: compounded portfolio wealth divided by compounded VEA 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…
5y analysis · Full analysis span regression · 6 months rolling