+640.8%
APP vs VGT
+126.0%
+514.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.4% |
| 7D | +0.1% | +1.8% | -1.7% | -2.6% |
| 30D | -10.0% | -0.3% | -9.7% | -9.9% |
| 3M | -44.6% | +3.4% | -48.0% | -47.9% |
| 6M | -37.9% | +35.0% | -72.8% | -62.8% |
| YTD | -53.7% | +28.8% | -82.5% | -69.4% |
| 1Y | -43.0% | +38.0% | -80.9% | -66.3% |
| 3Y | +640.8% | +125.8% | +515.0% | +125.4% |
| All | +640.8% | +126.0% | +514.8% | +125.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling