+850.7%
APP vs VIG
+67.2%
+783.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +10.6% | +3.1% | +7.5% | +4.8% |
| 30D | +44.6% | +5.0% | +39.5% | +29.0% |
| 3M | +29.6% | +2.7% | +26.9% | +21.0% |
| 6M | -19.8% | +11.0% | -30.7% | -36.1% |
| YTD | -41.6% | +16.0% | -57.5% | -57.4% |
| 1Y | -32.7% | +16.3% | -48.9% | -51.1% |
| All | +850.7% | +67.2% | +783.5% | +252.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling