+292.6%
APP vs VEU
+45.1%
+247.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.5% |
| 7D | +71.2% | -1.6% | +72.9% | +73.2% |
| 30D | +39.1% | -4.3% | +43.4% | +48.5% |
| 3M | +16.5% | -5.8% | +22.4% | +27.8% |
| 6M | -16.6% | -4.4% | -12.2% | -12.5% |
| YTD | -41.9% | +8.7% | -50.6% | -53.2% |
| 1Y | -37.0% | +12.6% | -49.7% | -52.8% |
| 3Y | +892.4% | +65.2% | +827.2% | +247.6% |
| All | +292.6% | +45.1% | +247.5% | +110.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling