+506.6%
APP vs VEU
+52.8%
+453.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.9% | -2.4% |
| 7D | +61.1% | +0.5% | +60.6% | +57.3% |
| 30D | +42.8% | -2.3% | +45.1% | +47.0% |
| 3M | +16.7% | -4.4% | +21.1% | +24.5% |
| 6M | -15.6% | -2.2% | -13.4% | -14.5% |
| YTD | -41.3% | +10.9% | -52.2% | -54.0% |
| 1Y | -39.3% | +13.4% | -52.6% | -54.3% |
| 3Y | +803.2% | +69.7% | +733.5% | +214.2% |
| 5Y | +313.2% | +50.0% | +263.2% | +94.5% |
| All | +506.6% | +52.8% | +453.8% | +172.5% |
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