+391.7%
APP vs VGT
+161.3%
+230.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +1.7% |
| 7D | +0.9% | +1.0% | -0.1% | -0.7% |
| 30D | -23.3% | +1.3% | -24.6% | -25.0% |
| 3M | -42.6% | -1.1% | -41.5% | -42.8% |
| 6M | -33.6% | +32.6% | -66.2% | -59.0% |
| YTD | -52.4% | +29.0% | -81.4% | -68.6% |
| 1Y | -35.9% | +39.7% | -75.6% | -62.8% |
| 3Y | +642.2% | +120.9% | +521.3% | +123.7% |
| 5Y | +311.1% | +133.6% | +177.5% | +20.8% |
| All | +391.7% | +161.3% | +230.4% | +17.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling