+892.4%
APP vs VGT
+105.8%
+786.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.4% | +8.5% | +8.1% |
| 7D | +71.2% | -7.2% | +78.4% | +83.7% |
| 30D | +39.1% | -16.1% | +55.2% | +72.8% |
| 3M | +16.5% | -9.2% | +25.7% | +28.0% |
| 6M | -16.6% | -0.7% | -15.8% | -22.4% |
| YTD | -41.9% | +15.6% | -57.5% | -57.1% |
| 1Y | -37.0% | +14.4% | -51.4% | -52.4% |
| 3Y | +892.4% | +105.2% | +787.2% | +179.0% |
| All | +892.4% | +105.8% | +786.6% | +179.0% |
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