+292.6%
APP vs VGT
+99.2%
+193.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.4% | +8.5% | +7.9% |
| 7D | +71.2% | -7.2% | +78.4% | +85.0% |
| 30D | +39.1% | -16.1% | +55.2% | +75.3% |
| 3M | +16.5% | -9.2% | +25.7% | +29.0% |
| 6M | -16.6% | -0.7% | -15.8% | -22.0% |
| YTD | -41.9% | +15.6% | -57.5% | -56.8% |
| 1Y | -37.0% | +14.4% | -51.4% | -52.1% |
| 3Y | +892.4% | +105.2% | +787.2% | +213.3% |
| All | +292.6% | +99.2% | +193.4% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling