-32.7%
APP vs VIG
+16.6%
-49.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +10.6% | +3.1% | +7.5% | +8.1% |
| 30D | +44.6% | +5.0% | +39.5% | +31.7% |
| 3M | +29.6% | +2.7% | +26.9% | +22.7% |
| 6M | -19.8% | +11.0% | -30.7% | -33.8% |
| YTD | -41.6% | +16.0% | -57.5% | -54.2% |
| 1Y | -32.7% | +16.3% | -48.9% | -46.8% |
| All | -32.7% | +16.6% | -49.3% | -46.8% |
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