+358.8%
APP vs VEU
+56.3%
+302.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -1.9% |
| 7D | +0.1% | +1.7% | -1.6% | -2.9% |
| 30D | -10.0% | +1.0% | -11.0% | -11.7% |
| 3M | -44.6% | +5.6% | -50.3% | -50.1% |
| 6M | -37.9% | +13.7% | -51.5% | -52.8% |
| YTD | -53.7% | +17.7% | -71.4% | -67.1% |
| 1Y | -43.0% | +25.8% | -68.7% | -64.6% |
| 3Y | +640.8% | +77.1% | +563.6% | +134.8% |
| 5Y | +358.8% | +57.1% | +301.7% | +107.4% |
| All | +358.8% | +56.3% | +302.6% | +107.4% |
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