+367.9%
APP vs VEU
+60.9%
+307.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -0.8% |
| 7D | -4.4% | +0.3% | -4.7% | -4.9% |
| 30D | -10.0% | +0.7% | -10.7% | -11.1% |
| 3M | -41.4% | +4.7% | -46.1% | -46.3% |
| 6M | -41.0% | +11.6% | -52.7% | -53.4% |
| YTD | -54.7% | +16.8% | -71.5% | -67.2% |
| 1Y | -45.3% | +24.9% | -70.2% | -65.3% |
| 3Y | +624.3% | +75.7% | +548.5% | +140.8% |
| 5Y | +329.1% | +56.1% | +273.0% | +88.1% |
| All | +367.9% | +60.9% | +307.0% | +94.4% |
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