+870.0%
APP vs VLTO
+54.8%
+815.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.5% | +9.4% | +9.6% |
| 7D | +71.2% | +5.4% | +65.8% | +65.4% |
| 30D | +39.1% | +22.3% | +16.8% | +20.0% |
| 3M | +16.5% | +19.6% | -3.1% | +2.2% |
| 6M | -16.6% | +35.2% | -51.7% | -34.4% |
| YTD | -41.9% | +17.9% | -59.8% | -48.3% |
| 1Y | -37.0% | +19.5% | -56.6% | -44.7% |
| 3Y | +892.4% | +73.9% | +818.5% | +629.4% |
| All | +870.0% | +54.8% | +815.2% | +641.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling