-55.4%
APP vs VGT
+18.8%
-74.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.2% | +10.5% | +10.4% |
| 7D | +4.5% | -6.5% | +11.0% | +13.3% |
| 30D | -3.6% | -10.6% | +6.9% | +9.8% |
| 3M | -35.3% | -3.7% | -31.5% | -32.6% |
| 6M | -42.8% | +10.4% | -53.1% | -54.0% |
| YTD | -59.7% | +23.1% | -82.7% | -73.1% |
| 1Y | -55.4% | +19.9% | -75.2% | -68.5% |
| All | -55.4% | +18.8% | -74.1% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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