-55.4%
APP vs VLTO
+18.3%
-73.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.6% | +10.1% | +10.4% |
| 7D | +4.5% | +13.8% | -9.3% | -2.0% |
| 30D | -3.6% | +21.2% | -24.8% | -13.3% |
| 3M | -35.3% | +21.5% | -56.7% | -42.0% |
| 6M | -42.8% | +33.0% | -75.8% | -52.3% |
| YTD | -59.7% | +17.8% | -77.5% | -62.0% |
| 1Y | -55.4% | +18.1% | -73.5% | -57.7% |
| All | -55.4% | +18.3% | -73.7% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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