-26.4%
APP vs VEU
+12.4%
-38.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +4.0% |
| 7D | +4.6% | +2.1% | +2.5% | +3.3% |
| 30D | +56.0% | -0.9% | +57.0% | +56.1% |
| 3M | +30.8% | -5.4% | +36.2% | +36.6% |
| 6M | -9.8% | -1.8% | -8.0% | -8.8% |
| YTD | -39.3% | +10.9% | -50.2% | -44.8% |
| 1Y | -26.4% | +13.6% | -40.0% | -36.0% |
| All | -26.4% | +12.4% | -38.9% | -36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling