-35.9%
APP vs VIG
+16.9%
-52.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +3.0% |
| 7D | +0.9% | -0.4% | +1.3% | +1.6% |
| 30D | -23.3% | -1.0% | -22.3% | -22.1% |
| 3M | -42.6% | +2.8% | -45.4% | -45.2% |
| 6M | -33.6% | +8.2% | -41.8% | -42.3% |
| YTD | -52.4% | +11.0% | -63.4% | -59.6% |
| 1Y | -35.9% | +16.1% | -52.0% | -48.0% |
| All | -35.9% | +16.9% | -52.7% | -48.0% |
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