+892.4%
APP vs VEU
+64.7%
+827.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.6% |
| 7D | +71.2% | -1.6% | +72.9% | +72.5% |
| 30D | +39.1% | -4.3% | +43.4% | +46.8% |
| 3M | +16.5% | -5.8% | +22.4% | +25.9% |
| 6M | -16.6% | -4.4% | -12.2% | -13.0% |
| YTD | -41.9% | +8.7% | -50.6% | -52.3% |
| 1Y | -37.0% | +12.6% | -49.7% | -51.7% |
| 3Y | +892.4% | +65.2% | +827.2% | +275.1% |
| All | +892.4% | +64.7% | +827.7% | +275.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling