-55.4%
APP vs VIG
+19.5%
-74.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.1% | +8.6% | +6.9% |
| 7D | +4.5% | +2.7% | +1.8% | 0.0% |
| 30D | -3.6% | +7.0% | -10.6% | -13.8% |
| 3M | -35.3% | +4.0% | -39.3% | -39.3% |
| 6M | -42.8% | +12.3% | -55.1% | -53.0% |
| YTD | -59.7% | +16.4% | -76.0% | -67.8% |
| 1Y | -55.4% | +19.2% | -74.6% | -65.1% |
| All | -55.4% | +19.5% | -74.9% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling