+500.0%
APP vs VGT
+134.1%
+366.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.4% | +8.5% | +7.9% |
| 7D | +71.2% | -7.2% | +78.4% | +84.9% |
| 30D | +39.1% | -16.1% | +55.2% | +74.9% |
| 3M | +16.5% | -9.2% | +25.7% | +28.9% |
| 6M | -16.6% | -0.7% | -15.8% | -21.9% |
| YTD | -41.9% | +15.6% | -57.5% | -56.6% |
| 1Y | -37.0% | +14.4% | -51.4% | -51.8% |
| 3Y | +892.4% | +105.2% | +787.2% | +220.6% |
| 5Y | +297.3% | +100.0% | +197.3% | +40.4% |
| All | +500.0% | +134.1% | +366.0% | +62.4% |
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 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