-43.0%
APP vs VEU
+26.1%
-69.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.3% |
| 7D | +0.1% | +1.7% | -1.6% | -1.5% |
| 30D | -10.0% | +1.0% | -11.0% | -10.9% |
| 3M | -44.6% | +5.6% | -50.3% | -47.3% |
| 6M | -37.9% | +13.7% | -51.5% | -47.0% |
| YTD | -53.7% | +17.7% | -71.4% | -61.0% |
| 1Y | -43.0% | +25.8% | -68.7% | -54.4% |
| All | -43.0% | +26.1% | -69.0% | -54.4% |
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 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