-32.0%
APP vs VGT
+17.9%
-49.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.9% | -0.6% | +0.2% |
| 7D | +48.9% | -1.6% | +50.5% | +48.3% |
| 30D | +49.4% | -10.1% | +59.5% | +65.4% |
| 3M | +27.0% | -5.3% | +32.3% | +31.5% |
| 6M | -15.4% | +0.2% | -15.6% | -21.0% |
| YTD | -39.9% | +21.1% | -61.0% | -60.0% |
| 1Y | -32.0% | +18.2% | -50.1% | -52.3% |
| All | -32.0% | +17.9% | -49.9% | -52.3% |
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