+914.4%
APP vs VLTO
+56.4%
+858.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.5% |
| 7D | +4.6% | +1.0% | +3.6% | +4.0% |
| 30D | +56.0% | +17.5% | +38.6% | +39.0% |
| 3M | +30.8% | +21.4% | +9.4% | +13.6% |
| 6M | -9.8% | +38.1% | -47.9% | -30.3% |
| YTD | -39.3% | +19.0% | -58.3% | -46.2% |
| 1Y | -26.4% | +20.7% | -47.1% | -35.8% |
| 3Y | +887.9% | +64.3% | +823.6% | +640.9% |
| All | +914.4% | +56.4% | +858.0% | +671.1% |
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