-42.3%
APP vs VG
+45.2%
-87.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -4.0% | +35.0% | +30.6% |
| 7D | +39.7% | -22.0% | +61.7% | +36.9% |
| 30D | +27.7% | -14.7% | +42.5% | +26.3% |
| 3M | -14.8% | -7.1% | -7.7% | -14.8% |
| 6M | -25.5% | -11.2% | -14.4% | -25.8% |
| YTD | -47.2% | +69.8% | -117.0% | -51.5% |
| 1Y | -42.3% | +49.9% | -92.2% | -45.8% |
| All | -42.3% | +45.2% | -87.5% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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