+503.8%
APP vs VEU
+52.9%
+450.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.9% | -1.3% |
| 7D | +10.6% | +2.4% | +8.2% | +6.4% |
| 30D | +44.6% | -2.0% | +46.6% | +48.2% |
| 3M | +29.6% | -5.1% | +34.7% | +40.5% |
| 6M | -19.8% | -0.7% | -19.1% | -20.8% |
| YTD | -41.6% | +11.0% | -52.6% | -54.2% |
| 1Y | -32.7% | +12.4% | -45.1% | -48.4% |
| 3Y | +799.0% | +69.8% | +729.2% | +212.6% |
| 5Y | +250.4% | +48.2% | +202.2% | +67.7% |
| All | +503.8% | +52.9% | +450.9% | +171.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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